+643.3%
MCK vs DOCU
+112.5%
+530.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.4% |
| 7D | +4.0% | +4.1% | -0.1% | +3.8% |
| 30D | +12.9% | +7.4% | +5.6% | +12.7% |
| 3M | +28.9% | +26.0% | +2.9% | +27.9% |
| 6M | +49.9% | +79.2% | -29.3% | +47.0% |
| YTD | +34.8% | +18.1% | +16.8% | +33.8% |
| 1Y | +30.8% | +20.5% | +10.3% | +29.7% |
| 3Y | +137.4% | +96.4% | +41.0% | +128.7% |
| 5Y | +403.3% | -69.5% | +472.8% | +431.5% |
| All | +643.3% | +112.5% | +530.7% | +547.0% |
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