+25.9%
ADSK vs DOCU
+98.0%
-72.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | +1.0% | +4.1% | -3.0% | -0.3% |
| 30D | +14.4% | +7.4% | +7.0% | +11.7% |
| 3M | +2.5% | +26.0% | -23.5% | -5.5% |
| 6M | +14.5% | +79.2% | -64.7% | -6.3% |
| YTD | -10.7% | +18.1% | -28.7% | -18.3% |
| 1Y | -11.0% | +20.5% | -31.5% | -19.2% |
| 3Y | +25.9% | +96.4% | -70.5% | -4.2% |
| All | +25.9% | +98.0% | -72.2% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling