+114.1%
MCK vs DOCU
+24.7%
+89.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -2.2% |
| 7D | -1.9% | +0.7% | -2.6% | -1.9% |
| 30D | +2.4% | +8.0% | -5.6% | +2.5% |
| 3M | +16.1% | +41.0% | -24.9% | +16.8% |
| 6M | -3.1% | +33.7% | -36.7% | -2.6% |
| YTD | +8.7% | -4.9% | +13.6% | +8.9% |
| 1Y | +28.1% | -20.4% | +48.4% | +28.2% |
| 3Y | +114.1% | +29.6% | +84.5% | +131.6% |
| All | +114.1% | +24.7% | +89.4% | +131.6% |
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