+576.2%
ASX vs DOCU
+107.7%
+468.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.0% | -18.8% | -20.4% |
| 7D | -33.3% | -3.2% | -30.1% | -32.9% |
| 30D | -36.5% | +15.7% | -52.2% | -38.2% |
| 3M | -19.2% | +37.3% | -56.5% | -24.2% |
| 6M | -10.2% | +63.1% | -73.4% | -19.5% |
| YTD | +86.5% | +15.4% | +71.1% | +77.4% |
| 1Y | +89.6% | +11.3% | +78.3% | +81.5% |
| 3Y | +298.6% | +92.1% | +206.5% | +233.2% |
| 5Y | +414.3% | -70.5% | +484.7% | +437.3% |
| All | +576.2% | +107.7% | +468.5% | +470.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling