+411.8%
AZO vs DOCU
+104.4%
+307.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.5% | -3.4% | +3.9% | +0.8% |
| 30D | +9.4% | +9.3% | +0.2% | +8.8% |
| 3M | +4.9% | +30.2% | -25.3% | +3.0% |
| 6M | -8.0% | +62.1% | -70.1% | -11.1% |
| YTD | -5.1% | +13.5% | -18.7% | -6.5% |
| 1Y | -13.7% | +11.5% | -25.2% | -14.9% |
| 3Y | +19.1% | +89.5% | -70.4% | +11.7% |
| 5Y | +71.0% | -69.6% | +140.6% | +74.7% |
| All | +411.8% | +104.4% | +307.4% | +303.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling