+17.5%
AWK vs DOCU
+15.6%
+2.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -2.6% | +1.6% | -4.2% | -2.6% |
| 30D | +14.2% | +10.8% | +3.3% | +14.2% |
| 3M | +10.0% | +38.0% | -27.9% | +10.5% |
| 6M | +17.1% | +77.4% | -60.3% | +18.9% |
| YTD | +16.1% | +17.2% | -1.1% | +14.3% |
| 1Y | +17.5% | +15.6% | +2.0% | +15.5% |
| All | +17.5% | +15.6% | +2.0% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling