+512.0%
MCK vs DOCU
+80.0%
+431.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -1.6% |
| 7D | +1.7% | +6.9% | -5.1% | +1.5% |
| 30D | +3.6% | +19.0% | -15.4% | +3.0% |
| 3M | +20.1% | +34.3% | -14.2% | +18.9% |
| 6M | -7.0% | +48.0% | -55.0% | -8.3% |
| YTD | +11.0% | 0.0% | +11.0% | +10.8% |
| 1Y | +31.8% | -10.3% | +42.1% | +31.9% |
| 3Y | +123.1% | +32.4% | +90.7% | +118.2% |
| 5Y | +351.7% | -77.9% | +429.6% | +386.0% |
| All | +512.0% | +80.0% | +431.9% | +435.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling