+19.2%
AWK vs DOCU
+10.1%
+9.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.4% |
| 7D | +4.1% | -5.5% | +9.7% | +4.1% |
| 30D | +18.0% | +12.6% | +5.3% | +18.1% |
| 3M | +12.2% | +36.4% | -24.2% | +12.8% |
| 6M | +21.2% | +66.8% | -45.6% | +22.9% |
| YTD | +17.6% | +13.5% | +4.1% | +15.6% |
| 1Y | +19.2% | +11.3% | +7.9% | +17.0% |
| All | +19.2% | +10.1% | +9.1% | +17.0% |
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