+5.2%
AZN vs DOCU
+18.5%
-13.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | +0.1% |
| 7D | -1.1% | +4.1% | -5.1% | -0.9% |
| 30D | +13.8% | +7.4% | +6.5% | +14.3% |
| 3M | +17.3% | +26.0% | -8.7% | +19.2% |
| 6M | -1.7% | +79.2% | -80.9% | +3.2% |
| YTD | +1.4% | +18.1% | -16.7% | +7.0% |
| 1Y | +5.2% | +20.5% | -15.4% | +10.7% |
| All | +5.2% | +18.5% | -13.3% | +10.7% |
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