+105.3%
ADSK vs DOCU
+110.9%
-5.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -1.2% |
| 7D | -3.7% | -0.4% | -3.3% | -3.6% |
| 30D | +11.3% | +12.9% | -1.6% | +6.7% |
| 3M | +3.3% | +35.1% | -31.7% | -7.3% |
| 6M | +10.1% | +76.2% | -66.1% | -10.1% |
| YTD | -12.2% | +17.2% | -29.3% | -18.2% |
| 1Y | -13.9% | +16.4% | -30.3% | -19.9% |
| 3Y | +23.5% | +95.6% | -72.1% | -9.8% |
| 5Y | -20.0% | -68.5% | +48.5% | -7.2% |
| All | +105.3% | +110.9% | -5.6% | +0.7% |
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