+11.9%
AU vs DOCU
+18.5%
-6.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.4% |
| 7D | -7.2% | +4.1% | -11.3% | -6.8% |
| 30D | -2.9% | +7.4% | -10.2% | -2.1% |
| 3M | -8.7% | +26.0% | -34.7% | -6.7% |
| 6M | -14.1% | +79.2% | -93.3% | -9.2% |
| YTD | +4.8% | +18.1% | -13.3% | +15.9% |
| 1Y | +11.9% | +20.5% | -8.6% | +22.5% |
| All | +11.9% | +18.5% | -6.6% | +22.5% |
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 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