+137.4%
MCK vs DOCU
+98.0%
+39.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.4% |
| 7D | +4.0% | +4.1% | -0.1% | +4.0% |
| 30D | +12.9% | +7.4% | +5.6% | +13.0% |
| 3M | +28.9% | +26.0% | +2.9% | +29.2% |
| 6M | +49.9% | +79.2% | -29.3% | +51.0% |
| YTD | +34.8% | +18.1% | +16.8% | +35.4% |
| 1Y | +30.8% | +20.5% | +10.3% | +31.4% |
| 3Y | +137.4% | +96.4% | +41.0% | +156.1% |
| All | +137.4% | +98.0% | +39.4% | +156.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling