+325.3%
STX vs MCK
+25.1%
+300.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -2.3% | -2.9% | +0.7% | -3.4% |
| 30D | -5.5% | +0.4% | -5.9% | -5.2% |
| 3M | -4.3% | +12.1% | -16.4% | +0.9% |
| 6M | +115.6% | -5.4% | +121.1% | +128.5% |
| YTD | +202.2% | +7.8% | +194.4% | +222.8% |
| 1Y | +325.3% | +22.9% | +302.3% | +383.7% |
| All | +325.3% | +25.1% | +300.2% | +383.7% |
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