-26.2%
UBER vs MCK
+31.3%
-57.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +7.0% | -2.1% | +4.5% |
| 7D | +7.0% | +11.3% | -4.3% | +6.5% |
| 30D | +0.6% | +16.8% | -16.3% | 0.0% |
| 3M | -2.9% | +28.9% | -31.9% | -3.2% |
| 6M | -5.5% | +32.7% | -38.2% | -5.4% |
| YTD | -14.5% | +30.8% | -45.3% | -13.4% |
| 1Y | -26.2% | +27.6% | -53.8% | -25.1% |
| All | -26.2% | +31.3% | -57.5% | -25.1% |
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