+1,285.8%
WDC vs MCK
+112.3%
+1,173.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.3% | -2.9% | -1.4% | -5.0% |
| 30D | -1.5% | +0.4% | -1.9% | -1.3% |
| 3M | -15.5% | +12.1% | -27.6% | -12.8% |
| 6M | +66.5% | -5.4% | +71.9% | +71.9% |
| YTD | +159.9% | +7.8% | +152.1% | +170.0% |
| 1Y | +366.0% | +22.9% | +343.0% | +389.4% |
| 3Y | +1,285.8% | +110.7% | +1,175.1% | +1,265.3% |
| All | +1,285.8% | +112.3% | +1,173.5% | +1,265.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling