+414.3%
ASX vs DOCU
-71.9%
+486.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -24.3% |
| 6M | -10.2% | +63.1% | -73.4% | -19.7% |
| YTD | +86.5% | +15.4% | +71.1% | +77.8% |
| 1Y | +89.6% | +11.3% | +78.3% | +82.0% |
| 3Y | +298.6% | +92.1% | +206.5% | +229.4% |
| 5Y | +414.3% | -70.5% | +484.7% | +361.0% |
| All | +414.3% | -71.9% | +486.1% | +361.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling