+125.0%
AUR vs DOCU
+87.9%
+37.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.7% | +11.1% | +10.2% |
| 7D | +1.1% | -5.5% | +6.7% | +3.7% |
| 30D | -22.9% | +12.6% | -35.5% | -27.1% |
| 3M | -35.0% | +36.4% | -71.4% | -44.5% |
| 6M | -39.3% | +66.8% | -106.1% | -54.2% |
| YTD | +14.8% | +13.5% | +1.4% | +5.3% |
| 1Y | +4.3% | +11.3% | -7.0% | -3.4% |
| 3Y | +125.0% | +92.1% | +32.9% | +2.2% |
| All | +125.0% | +87.9% | +37.1% | +2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling