+72.1%
ADSK vs DOCU
+80.0%
-8.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.7% | -12.0% | -9.5% |
| 7D | -16.4% | +6.9% | -23.3% | -18.5% |
| 30D | -9.2% | +19.0% | -28.2% | -14.8% |
| 3M | -6.7% | +34.3% | -41.0% | -16.2% |
| 6M | -15.5% | +48.0% | -63.5% | -26.7% |
| YTD | -26.4% | 0.0% | -26.4% | -27.5% |
| 1Y | -31.9% | -10.3% | -21.6% | -31.0% |
| 3Y | -1.0% | +32.4% | -33.4% | -17.1% |
| 5Y | -24.5% | -77.9% | +53.4% | -0.9% |
| All | +72.1% | +80.0% | -8.0% | -10.7% |
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 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