+9.7%
AIG vs DOCU
+10.7%
-1.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.4% |
| 7D | +2.2% | -3.4% | +5.6% | +2.4% |
| 30D | +6.9% | +9.3% | -2.4% | +6.4% |
| 3M | +6.8% | +30.2% | -23.4% | +5.5% |
| 6M | +9.2% | +62.1% | -52.9% | +6.6% |
| YTD | -1.9% | +13.5% | -15.5% | -2.5% |
| 1Y | +9.7% | +11.5% | -1.8% | +8.9% |
| All | +9.7% | +10.7% | -1.0% | +8.9% |
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