+21.3%
AU vs DOCU
+15.8%
+5.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.2% | -5.2% | -1.7% |
| 7D | +4.7% | -0.4% | +5.1% | +4.6% |
| 30D | -1.5% | +12.9% | -14.5% | -0.5% |
| 3M | -5.0% | +35.1% | -40.1% | -2.6% |
| 6M | -13.5% | +76.2% | -89.7% | -9.5% |
| YTD | +11.7% | +17.2% | -5.4% | +25.2% |
| 1Y | +21.3% | +16.4% | +4.9% | +35.7% |
| All | +21.3% | +15.8% | +5.5% | +35.7% |
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