+104.9%
ADSK vs DOCU
+110.9%
-6.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.6% | +1.6% | -5.2% | -4.1% |
| 30D | +12.6% | +10.8% | +1.8% | +8.6% |
| 3M | +4.0% | +38.0% | -34.0% | -7.4% |
| 6M | +10.5% | +77.4% | -66.9% | -10.1% |
| YTD | -12.3% | +17.2% | -29.5% | -18.4% |
| 1Y | -14.0% | +15.6% | -29.6% | -19.8% |
| 3Y | +23.2% | +95.6% | -72.4% | -10.0% |
| 5Y | -21.2% | -69.7% | +48.5% | -7.3% |
| All | +104.9% | +110.9% | -6.0% | +0.5% |
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