+150.0%
AUR vs DOCU
+96.5%
+53.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.1% | -0.3% |
| 7D | +12.7% | -0.4% | +13.2% | +12.9% |
| 30D | -18.7% | +12.9% | -31.7% | -23.2% |
| 3M | -33.8% | +35.1% | -68.9% | -43.2% |
| 6M | -36.6% | +76.2% | -112.8% | -53.2% |
| YTD | +19.8% | +17.2% | +2.6% | +8.3% |
| 1Y | +8.0% | +16.4% | -8.4% | -2.0% |
| All | +150.0% | +96.5% | +53.5% | +38.1% |
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