+70.7%
AA vs DOCU
+33.7%
+37.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -2.9% |
| 7D | -0.7% | +6.9% | -7.6% | -2.1% |
| 30D | +5.0% | +19.0% | -14.0% | +0.9% |
| 3M | -35.8% | +34.3% | -70.1% | -40.3% |
| 6M | -18.4% | +48.0% | -66.4% | -26.5% |
| YTD | -5.5% | 0.0% | -5.5% | -6.0% |
| 1Y | +61.0% | -10.3% | +71.2% | +64.4% |
| All | +70.7% | +33.7% | +37.0% | +29.3% |
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