+96.9%
AU vs DOCU
-9.0%
+106.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.7% | -6.0% | -2.2% |
| 7D | -3.6% | +6.9% | -10.5% | -3.3% |
| 30D | +23.9% | +19.0% | +4.9% | +24.9% |
| 3M | +19.1% | +34.3% | -15.2% | +20.8% |
| 6M | -0.2% | +48.0% | -48.2% | +2.1% |
| YTD | +32.5% | 0.0% | +32.4% | +40.8% |
| 1Y | +96.9% | -10.3% | +107.2% | +110.4% |
| All | +96.9% | -9.0% | +106.0% | +110.4% |
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