-55.4%
APP vs DOCU
+11.6%
-67.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.6% |
| 7D | +4.5% | -3.7% | +8.2% | +6.1% |
| 30D | -3.6% | +15.0% | -18.6% | -9.5% |
| 3M | -35.3% | +39.9% | -75.2% | -44.8% |
| 6M | -42.8% | +66.2% | -108.9% | -56.2% |
| YTD | -59.7% | +17.7% | -77.4% | -64.2% |
| 1Y | -55.4% | +13.7% | -69.0% | -60.2% |
| All | -55.4% | +11.6% | -67.0% | -60.2% |
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