+629.6%
MCK vs DOCU
+104.4%
+525.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +8.3% | -3.4% | +11.7% | +8.4% |
| 30D | +15.3% | +9.3% | +6.1% | +15.0% |
| 3M | +23.2% | +30.2% | -7.0% | +22.1% |
| 6M | +47.4% | +62.1% | -14.7% | +45.0% |
| YTD | +32.4% | +13.5% | +18.8% | +31.6% |
| 1Y | +26.5% | +11.5% | +15.0% | +25.7% |
| 3Y | +133.8% | +89.5% | +44.3% | +125.4% |
| 5Y | +405.8% | -69.6% | +475.4% | +433.1% |
| All | +629.6% | +104.4% | +525.3% | +535.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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