+8,047.3%
UNH vs MCK
+6,818.8%
+1,228.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -4.5% | -2.9% | -1.6% | -3.7% |
| 30D | -6.5% | +0.4% | -7.0% | -6.7% |
| 3M | -6.0% | +12.1% | -18.1% | -9.7% |
| 6M | +33.7% | -5.4% | +39.1% | +35.2% |
| YTD | +16.4% | +7.8% | +8.6% | +11.8% |
| 1Y | +10.1% | +22.9% | -12.9% | +0.8% |
| 3Y | -16.3% | +110.7% | -127.0% | -36.9% |
| 5Y | +2.1% | +346.2% | -344.1% | -40.1% |
| 10Y | +233.1% | +440.1% | -207.1% | +74.9% |
| All | +8,047.3% | +6,818.8% | +1,228.5% | +1,370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling