+266.4%
AG vs DOCU
+33.7%
+232.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.4% |
| 7D | +1.0% | +6.9% | -5.9% | +0.2% |
| 30D | +19.2% | +19.0% | +0.2% | +16.7% |
| 3M | +6.2% | +34.3% | -28.1% | +2.3% |
| 6M | -26.7% | +48.0% | -74.7% | -30.6% |
| YTD | +26.1% | 0.0% | +26.1% | +26.7% |
| 1Y | +131.7% | -10.3% | +141.9% | +135.9% |
| All | +266.4% | +33.7% | +232.8% | +195.7% |
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 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