+156.2%
ALL vs DOCU
-71.9%
+228.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.7% |
| 7D | +4.2% | -3.2% | +7.4% | +4.5% |
| 30D | +18.9% | +15.7% | +3.2% | +17.6% |
| 3M | +1.2% | +37.3% | -36.1% | -1.2% |
| 6M | +23.2% | +63.1% | -39.9% | +18.5% |
| YTD | +30.0% | +15.4% | +14.6% | +27.9% |
| 1Y | +39.6% | +11.3% | +28.3% | +37.6% |
| 3Y | +115.2% | +92.1% | +23.2% | +100.6% |
| 5Y | +156.2% | -70.5% | +226.7% | +151.8% |
| All | +156.2% | -71.9% | +228.1% | +151.8% |
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