+11.1%
AG vs DOCU
-71.0%
+82.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.0% |
| 7D | +6.3% | -5.5% | +11.9% | +7.1% |
| 30D | -8.9% | +12.6% | -21.6% | -10.5% |
| 3M | -12.2% | +36.4% | -48.6% | -16.3% |
| 6M | -28.3% | +66.8% | -95.1% | -33.9% |
| YTD | -8.8% | +13.5% | -22.3% | -11.5% |
| 1Y | +39.4% | +11.3% | +28.1% | +35.6% |
| 3Y | +229.4% | +92.1% | +137.4% | +183.1% |
| All | +11.1% | -71.0% | +82.2% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling