-3.1%
AON vs DOCU
+15.8%
-18.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | -0.5% |
| 7D | -2.4% | -0.4% | -1.9% | -2.3% |
| 30D | +22.8% | +12.9% | +9.9% | +20.3% |
| 3M | -5.3% | +35.1% | -40.4% | -10.4% |
| 6M | +8.4% | +76.2% | -67.8% | -3.2% |
| YTD | -3.9% | +17.2% | -21.1% | -10.2% |
| 1Y | -3.1% | +16.4% | -19.5% | -9.5% |
| All | -3.1% | +15.8% | -18.9% | -9.5% |
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 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