-61.2%
ACHR vs DOCU
-68.2%
+7.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.0% | -4.1% | -5.3% |
| 7D | -11.6% | -3.2% | -8.4% | -10.6% |
| 30D | -16.8% | +15.7% | -32.5% | -21.5% |
| 3M | -25.6% | +37.3% | -62.9% | -34.4% |
| 6M | -33.7% | +63.1% | -96.9% | -46.3% |
| YTD | -48.5% | +15.4% | -63.9% | -53.1% |
| 1Y | -59.6% | +11.3% | -70.9% | -62.5% |
| 3Y | -29.3% | +92.1% | -121.3% | -48.1% |
| 5Y | -38.5% | -70.5% | +32.0% | -33.7% |
| All | -61.2% | -68.2% | +7.0% | -58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling