+1,062.9%
AU vs DOCU
+107.7%
+955.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.8% |
| 7D | +4.1% | -3.2% | +7.3% | +4.2% |
| 30D | -5.3% | +15.7% | -21.0% | -5.7% |
| 3M | +0.6% | +37.3% | -36.7% | -0.3% |
| 6M | -0.8% | +63.1% | -63.9% | -2.2% |
| YTD | +7.6% | +15.4% | -7.8% | +7.1% |
| 1Y | +38.2% | +11.3% | +26.9% | +37.8% |
| 3Y | +417.9% | +92.1% | +325.8% | +404.7% |
| 5Y | +441.9% | -70.5% | +512.4% | +414.1% |
| All | +1,062.9% | +107.7% | +955.2% | +1,222.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling