+499.2%
MCK vs DOCU
+71.3%
+428.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -1.9% |
| 7D | -1.9% | +0.7% | -2.6% | -2.0% |
| 30D | +2.4% | +8.0% | -5.6% | +2.1% |
| 3M | +16.1% | +41.0% | -24.9% | +14.8% |
| 6M | -3.1% | +33.7% | -36.7% | -4.1% |
| YTD | +8.7% | -4.9% | +13.6% | +8.7% |
| 1Y | +28.1% | -20.4% | +48.4% | +28.7% |
| 3Y | +114.1% | +29.6% | +84.5% | +109.4% |
| 5Y | +342.5% | -76.9% | +419.4% | +372.8% |
| All | +499.2% | +71.3% | +428.0% | +425.3% |
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