+30.8%
MCK vs DOCS
-33.3%
+64.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.4% |
| 7D | +4.0% | +2.6% | +1.4% | +4.0% |
| 30D | +12.9% | +11.4% | +1.5% | +13.0% |
| 3M | +28.9% | +25.4% | +3.5% | +29.3% |
| 6M | +49.9% | +42.5% | +7.4% | +50.5% |
| YTD | +34.8% | -24.7% | +59.6% | +33.8% |
| 1Y | +30.8% | -32.9% | +63.8% | +30.8% |
| All | +30.8% | -33.3% | +64.2% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling