+385.3%
MCK vs DOCS
-41.2%
+426.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.3% |
| 7D | -3.6% | -8.1% | +4.5% | -3.7% |
| 30D | +1.4% | -5.6% | +7.1% | +1.4% |
| 3M | +13.8% | +18.3% | -4.5% | +14.1% |
| 6M | -5.2% | -5.1% | -0.1% | -5.1% |
| YTD | +9.0% | -45.4% | +54.4% | +8.6% |
| 1Y | +26.9% | -65.2% | +92.1% | +26.0% |
| 3Y | +114.7% | +6.6% | +108.1% | +116.5% |
| 5Y | +347.1% | -76.1% | +423.2% | +356.2% |
| All | +385.3% | -41.2% | +426.5% | +388.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling