+8,880.3%
WDC vs MCK
+6,813.7%
+2,066.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -4.1% |
| 7D | +4.4% | -4.4% | +8.8% | +5.7% |
| 30D | +5.3% | -2.2% | +7.5% | +5.7% |
| 3M | -5.9% | +11.6% | -17.5% | -10.2% |
| 6M | +73.2% | -4.9% | +78.2% | +72.5% |
| YTD | +167.8% | +7.7% | +160.1% | +155.1% |
| 1Y | +386.0% | +25.2% | +360.8% | +340.3% |
| 3Y | +1,309.7% | +112.1% | +1,197.6% | +953.3% |
| 5Y | +957.1% | +345.8% | +611.3% | +512.3% |
| 10Y | +1,246.7% | +439.7% | +807.0% | +604.5% |
| All | +8,880.3% | +6,813.7% | +2,066.7% | +3,219.7% |
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 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