+132.4%
MCK vs DOCN
+209.7%
-77.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.0% | -8.2% | +0.2% |
| 7D | +6.1% | -12.8% | +18.9% | +5.5% |
| 30D | +12.8% | -41.9% | +54.8% | +10.5% |
| 3M | +22.0% | -36.9% | +58.9% | +20.2% |
| 6M | +44.2% | -52.2% | +96.5% | +41.5% |
| YTD | +29.5% | +62.7% | -33.2% | +30.3% |
| 1Y | +24.8% | +58.2% | -33.4% | +25.5% |
| 3Y | +132.4% | +219.5% | -87.0% | +171.0% |
| All | +132.4% | +209.7% | -77.3% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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