+58.0%
MRK vs DOCU
+98.0%
-40.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | +0.7% | +4.1% | -3.4% | +0.8% |
| 30D | +0.3% | +7.4% | -7.1% | +0.4% |
| 3M | +9.7% | +26.0% | -16.4% | +10.0% |
| 6M | +32.0% | +79.2% | -47.2% | +33.2% |
| YTD | +43.3% | +18.1% | +25.2% | +45.2% |
| 1Y | +63.7% | +20.5% | +43.2% | +65.8% |
| 3Y | +58.0% | +96.4% | -38.4% | +58.1% |
| All | +58.0% | +98.0% | -40.0% | +58.1% |
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