+52.8%
AA vs DOCU
+91.1%
-38.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.4% | -5.0% |
| 7D | -3.7% | -3.2% | -0.5% | -3.1% |
| 30D | -10.8% | +15.7% | -26.5% | -13.3% |
| 3M | -19.1% | +37.3% | -56.3% | -24.3% |
| 6M | -38.7% | +63.1% | -101.8% | -45.2% |
| YTD | -27.1% | +15.4% | -42.5% | -29.6% |
| 1Y | +8.3% | +11.3% | -3.0% | +5.7% |
| All | +52.8% | +91.1% | -38.3% | +5.5% |
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