+342.5%
MCK vs DOCN
+82.7%
+259.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +12.6% | -14.7% | -1.9% |
| 7D | -1.9% | +16.3% | -18.3% | -1.7% |
| 30D | +2.4% | +2.0% | +0.3% | +2.5% |
| 3M | +16.1% | -25.2% | +41.3% | +16.1% |
| 6M | -3.1% | +132.7% | -135.7% | -3.3% |
| YTD | +8.7% | +163.3% | -154.6% | +8.4% |
| 1Y | +28.1% | +280.3% | -252.3% | +27.5% |
| 3Y | +114.1% | +371.8% | -257.7% | +112.2% |
| 5Y | +342.5% | +87.1% | +255.4% | +331.2% |
| All | +342.5% | +82.7% | +259.8% | +331.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling