-51.8%
ACHR vs DOCU
-68.7%
+16.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.2% | +8.3% |
| 7D | +15.3% | -4.8% | +20.1% | +17.4% |
| 30D | -3.0% | +9.4% | -12.4% | -6.7% |
| 3M | -14.0% | +29.0% | -43.0% | -22.5% |
| 6M | -25.8% | +62.3% | -88.1% | -39.6% |
| YTD | -36.0% | +13.7% | -49.7% | -41.5% |
| 1Y | -41.2% | +11.5% | -52.7% | -45.7% |
| 3Y | -8.6% | +94.2% | -102.7% | -33.3% |
| 5Y | -20.6% | -71.7% | +51.1% | -13.6% |
| All | -51.8% | -68.7% | +16.9% | -48.1% |
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 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