-1.9%
AON vs DOCU
+10.8%
-12.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +0.7% | -4.8% | +5.5% | +1.6% |
| 30D | +23.1% | +9.4% | +13.7% | +21.2% |
| 3M | -6.0% | +29.0% | -35.1% | -10.3% |
| 6M | +7.9% | +62.3% | -54.5% | -2.2% |
| YTD | -4.1% | +13.7% | -17.8% | -10.0% |
| All | -1.9% | +10.8% | -12.7% | -7.8% |
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 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