+500.4%
AU vs DOCU
-71.8%
+572.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.9% |
| 7D | +20.8% | -4.8% | +25.6% | +21.1% |
| 30D | +5.5% | +9.4% | -3.9% | +5.0% |
| 3M | +3.9% | +29.0% | -25.1% | +2.4% |
| 6M | -5.4% | +62.3% | -67.8% | -8.2% |
| YTD | +20.7% | +13.7% | +7.0% | +19.7% |
| 1Y | +49.8% | +11.5% | +38.3% | +48.7% |
| 3Y | +565.6% | +94.2% | +471.5% | +524.9% |
| 5Y | +500.4% | -71.7% | +572.1% | +441.8% |
| All | +500.4% | -71.8% | +572.1% | +441.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling