+6,900.6%
UNP vs MCK
+6,813.7%
+86.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | -1.2% | -4.4% | +3.2% | -0.2% |
| 30D | -2.0% | -2.2% | +0.2% | -1.6% |
| 3M | +7.5% | +11.6% | -4.0% | +4.6% |
| 6M | +15.3% | -4.9% | +20.3% | +16.1% |
| YTD | +25.4% | +7.7% | +17.7% | +22.3% |
| 1Y | +35.6% | +25.2% | +10.4% | +27.6% |
| 3Y | +44.1% | +112.1% | -68.0% | +18.8% |
| 5Y | +54.0% | +345.8% | -291.9% | +6.3% |
| 10Y | +283.9% | +439.7% | -155.8% | +144.6% |
| All | +6,900.6% | +6,813.7% | +86.9% | +2,333.9% |
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