-0.9%
AZN vs DOCU
-19.0%
+18.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.2% | -2.1% |
| 7D | -1.5% | +0.7% | -2.2% | -1.4% |
| 30D | -0.9% | +8.0% | -8.9% | +0.1% |
| 3M | -11.8% | +41.0% | -52.8% | -8.0% |
| 6M | -17.6% | +33.7% | -51.3% | -14.1% |
| YTD | -12.0% | -4.9% | -7.2% | -11.5% |
| 1Y | -0.9% | -20.4% | +19.5% | -4.8% |
| All | -0.9% | -19.0% | +18.1% | -4.8% |
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