+0.8%
AZN vs DOCU
+62.5%
-61.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.4% | -0.3% |
| 7D | -0.1% | -5.5% | +5.4% | -0.3% |
| 30D | +16.4% | +12.6% | +3.8% | +17.4% |
| 3M | +15.7% | +36.4% | -20.7% | +18.6% |
| 6M | +0.8% | +66.8% | -66.0% | +6.3% |
| All | +0.8% | +62.5% | -61.6% | +6.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling