+473.2%
AU vs DOCU
-71.0%
+544.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.7% | +5.1% |
| 7D | +16.5% | -5.5% | +22.1% | +16.8% |
| 30D | +3.3% | +12.6% | -9.4% | +2.6% |
| 3M | +6.8% | +36.4% | -29.6% | +5.0% |
| 6M | -3.9% | +66.8% | -70.7% | -6.9% |
| YTD | +12.9% | +13.5% | -0.5% | +12.0% |
| 1Y | +43.5% | +11.3% | +32.2% | +42.4% |
| 3Y | +445.5% | +92.1% | +353.5% | +412.5% |
| All | +473.2% | -71.0% | +544.2% | +417.0% |
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