+3.6%
AON vs DOCU
+98.0%
-94.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +1.0% | +4.1% | -3.0% | +0.7% |
| 30D | +23.2% | +7.4% | +15.8% | +22.3% |
| 3M | -5.0% | +26.0% | -31.0% | -7.1% |
| 6M | +9.3% | +79.2% | -69.8% | +3.3% |
| YTD | -3.4% | +18.1% | -21.5% | -6.6% |
| 1Y | -2.9% | +20.5% | -23.4% | -6.3% |
| 3Y | +3.6% | +96.4% | -92.8% | -3.0% |
| All | +3.6% | +98.0% | -94.4% | -3.0% |
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