-0.3%
SPOT vs MCK
+31.3%
-31.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.0% | -2.4% | +3.6% |
| 7D | +16.6% | +11.3% | +5.2% | +15.0% |
| 30D | +29.9% | +16.8% | +13.1% | +27.7% |
| 3M | +31.3% | +28.9% | +2.3% | +28.6% |
| 6M | +43.2% | +32.7% | +10.5% | +39.9% |
| YTD | +8.1% | +30.8% | -22.7% | +6.0% |
| 1Y | -0.3% | +27.6% | -27.9% | -1.7% |
| All | -0.3% | +31.3% | -31.6% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling