+127.2%
AG vs DOCU
+104.2%
+23.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.0% |
| 7D | +6.3% | -5.5% | +11.9% | +6.9% |
| 30D | -8.9% | +12.6% | -21.6% | -10.1% |
| 3M | -12.2% | +36.4% | -48.6% | -15.2% |
| 6M | -28.3% | +66.8% | -95.1% | -32.4% |
| YTD | -8.8% | +13.5% | -22.3% | -10.9% |
| 1Y | +39.4% | +11.3% | +28.1% | +36.5% |
| 3Y | +229.4% | +92.1% | +137.4% | +198.2% |
| 5Y | +14.5% | -71.0% | +85.5% | +12.0% |
| All | +127.2% | +104.2% | +23.0% | +137.1% |
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