+753.4%
ASX vs DOCU
+111.8%
+641.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | -14.6% | -3.7% | -10.9% | -14.1% |
| 30D | -21.1% | +15.0% | -36.0% | -23.2% |
| 3M | -3.1% | +39.9% | -43.0% | -9.5% |
| 6M | +17.4% | +66.2% | -48.8% | +4.8% |
| YTD | +135.3% | +17.7% | +117.6% | +122.9% |
| 1Y | +146.5% | +13.7% | +132.8% | +134.8% |
| 3Y | +403.1% | +95.9% | +307.2% | +318.7% |
| 5Y | +551.7% | -71.7% | +623.4% | +585.0% |
| All | +753.4% | +111.8% | +641.6% | +616.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling