+368.8%
SNXX vs MCK
+8.0%
+360.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.1% | -6.9% |
| 7D | -12.0% | -2.9% | -9.1% | -16.0% |
| 30D | +37.9% | +0.4% | +37.5% | +41.3% |
| 3M | -52.7% | +12.1% | -64.8% | -40.0% |
| 6M | +194.8% | -5.4% | +200.2% | +311.6% |
| All | +368.8% | +8.0% | +360.8% | +543.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MCK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling