+108.8%
ADSK vs DOCU
+112.5%
-3.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | +1.0% | +4.1% | -3.0% | -0.4% |
| 30D | +14.4% | +7.4% | +7.0% | +11.6% |
| 3M | +2.5% | +26.0% | -23.5% | -5.7% |
| 6M | +14.5% | +79.2% | -64.7% | -7.1% |
| YTD | -10.7% | +18.1% | -28.7% | -17.0% |
| 1Y | -11.0% | +20.5% | -31.5% | -18.2% |
| 3Y | +25.9% | +96.4% | -70.5% | -8.2% |
| 5Y | -19.7% | -69.5% | +49.8% | -5.7% |
| All | +108.8% | +112.5% | -3.7% | +2.1% |
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