+96.2%
ACN vs DOCU
+104.2%
-8.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.4% |
| 7D | +0.9% | -5.5% | +6.4% | +2.1% |
| 30D | +33.5% | +12.6% | +20.9% | +30.2% |
| 3M | +53.5% | +36.4% | +17.1% | +43.7% |
| 6M | +52.2% | +66.8% | -14.6% | +37.0% |
| YTD | -0.1% | +13.5% | -13.6% | -3.6% |
| 1Y | +11.0% | +11.3% | -0.3% | +7.3% |
| 3Y | -11.8% | +92.1% | -103.8% | -25.1% |
| 5Y | -22.8% | -71.0% | +48.2% | -18.4% |
| All | +96.2% | +104.2% | -8.1% | +40.3% |
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 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