+682.0%
AU vs DOCU
-78.0%
+760.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.7% | -6.0% | -2.5% |
| 7D | -3.6% | +6.9% | -10.5% | -4.0% |
| 30D | +23.9% | +19.0% | +4.9% | +22.7% |
| 3M | +19.1% | +34.3% | -15.2% | +17.0% |
| 6M | -0.2% | +48.0% | -48.2% | -2.6% |
| YTD | +32.5% | 0.0% | +32.4% | +32.3% |
| 1Y | +96.9% | -10.3% | +107.2% | +97.9% |
| 3Y | +614.7% | +32.4% | +582.3% | +587.0% |
| All | +682.0% | -78.0% | +760.0% | +591.8% |
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