+131.7%
AG vs DOCU
-9.0%
+140.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.2% |
| 7D | +1.0% | +6.9% | -5.9% | +0.6% |
| 30D | +19.2% | +19.0% | +0.2% | +17.8% |
| 3M | +6.2% | +34.3% | -28.1% | +4.3% |
| 6M | -26.7% | +48.0% | -74.7% | -28.7% |
| YTD | +26.1% | 0.0% | +26.1% | +37.7% |
| 1Y | +131.7% | -10.3% | +141.9% | +159.1% |
| All | +131.7% | -9.0% | +140.7% | +159.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling