+109.7%
AG vs DOCU
+110.9%
-1.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -6.0% | +1.6% | -7.6% | -6.2% |
| 30D | -14.3% | +10.8% | -25.2% | -15.3% |
| 3M | -26.9% | +38.0% | -64.9% | -29.5% |
| 6M | -42.1% | +77.4% | -119.5% | -45.8% |
| YTD | -15.9% | +17.2% | -33.0% | -18.0% |
| 1Y | +11.5% | +15.6% | -4.1% | +8.8% |
| 3Y | +208.0% | +95.6% | +112.4% | +178.3% |
| 5Y | +2.4% | -69.7% | +72.1% | -0.2% |
| All | +109.7% | +110.9% | -1.2% | +118.1% |
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