-21.4%
ACN vs DOCU
-71.9%
+50.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.8% |
| 7D | +7.3% | -3.2% | +10.5% | +8.1% |
| 30D | +38.2% | +15.7% | +22.5% | +33.5% |
| 3M | +56.6% | +37.3% | +19.3% | +45.1% |
| 6M | +51.1% | +63.1% | -12.0% | +34.8% |
| YTD | +1.7% | +15.4% | -13.7% | -3.1% |
| 1Y | +10.1% | +11.3% | -1.2% | +5.5% |
| 3Y | -10.3% | +92.1% | -102.4% | -25.4% |
| 5Y | -21.4% | -70.5% | +49.1% | -25.6% |
| All | -21.4% | -71.9% | +50.4% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling