+1,132.3%
AU vs DOCU
+104.4%
+1,028.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.4% | -5.6% |
| 7D | +15.3% | -3.4% | +18.6% | +15.4% |
| 30D | -0.3% | +9.3% | -9.6% | -0.6% |
| 3M | -2.9% | +30.2% | -33.1% | -3.6% |
| 6M | -10.7% | +62.1% | -72.8% | -11.9% |
| YTD | +14.0% | +13.5% | +0.4% | +13.5% |
| 1Y | +32.5% | +11.5% | +21.0% | +32.1% |
| 3Y | +557.9% | +89.5% | +468.4% | +541.3% |
| 5Y | +441.0% | -69.6% | +510.6% | +414.0% |
| All | +1,132.3% | +104.4% | +1,028.0% | +1,301.8% |
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