+1,050.3%
AU vs DOCU
+110.9%
+939.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | -1.1% | +1.6% | -2.6% | -1.1% |
| 30D | -4.4% | +10.8% | -15.3% | -4.7% |
| 3M | -10.0% | +38.0% | -47.9% | -10.8% |
| 6M | -14.5% | +77.4% | -91.9% | -15.9% |
| YTD | +6.4% | +17.2% | -10.8% | +5.9% |
| 1Y | +7.7% | +15.6% | -7.9% | +7.2% |
| 3Y | +514.1% | +95.6% | +418.5% | +498.2% |
| 5Y | +386.5% | -69.7% | +456.3% | +361.6% |
| All | +1,050.3% | +110.9% | +939.3% | +1,207.5% |
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