+30.0%
AIG vs DOCU
+87.9%
-57.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.3% | -3.8% |
| 7D | -5.1% | -5.5% | +0.5% | -4.7% |
| 30D | +2.8% | +12.6% | -9.9% | +2.0% |
| 3M | -2.1% | +36.4% | -38.5% | -4.0% |
| 6M | +1.4% | +66.8% | -65.4% | -1.9% |
| YTD | -7.4% | +13.5% | -20.8% | -8.4% |
| 1Y | +4.4% | +11.3% | -6.9% | +3.3% |
| 3Y | +30.0% | +92.1% | -62.1% | +27.5% |
| All | +30.0% | +87.9% | -57.9% | +27.5% |
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