+99.0%
ACN vs DOCU
+111.8%
-12.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.8% |
| 7D | +8.6% | -3.7% | +12.3% | +9.5% |
| 30D | +36.6% | +15.0% | +21.6% | +32.6% |
| 3M | +56.3% | +39.9% | +16.4% | +45.5% |
| 6M | +49.7% | +66.2% | -16.5% | +34.7% |
| YTD | +1.3% | +17.7% | -16.4% | -3.0% |
| 1Y | +11.9% | +13.7% | -1.8% | +7.7% |
| 3Y | -10.6% | +95.9% | -106.5% | -24.5% |
| 5Y | -21.3% | -71.7% | +50.3% | -16.7% |
| All | +99.0% | +111.8% | -12.8% | +41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling