+432.3%
ASX vs DOCU
-78.0%
+510.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.5% |
| 7D | -0.7% | +6.9% | -7.6% | -2.0% |
| 30D | +2.0% | +19.0% | -17.0% | -1.6% |
| 3M | -1.3% | +34.3% | -35.6% | -7.7% |
| 6M | +71.4% | +48.0% | +23.4% | +55.8% |
| YTD | +135.3% | 0.0% | +135.3% | +131.1% |
| 1Y | +267.5% | -10.3% | +277.8% | +268.3% |
| 3Y | +388.5% | +32.4% | +356.1% | +335.4% |
| All | +432.3% | -78.0% | +510.3% | +453.6% |
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