+129.9%
AXON vs DOCU
-71.6%
+201.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | +0.2% | -3.7% | +3.9% | +1.4% |
| 30D | +3.0% | +15.0% | -11.9% | -1.4% |
| 3M | -30.1% | +39.9% | -70.0% | -37.4% |
| 6M | +7.7% | +66.2% | -58.4% | -8.8% |
| YTD | -25.3% | +17.7% | -43.0% | -30.6% |
| 1Y | -39.9% | +13.7% | -53.6% | -43.7% |
| 3Y | +95.2% | +95.9% | -0.7% | +47.2% |
| 5Y | +129.9% | -71.7% | +201.5% | +140.1% |
| All | +129.9% | -71.6% | +201.4% | +140.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling