+19.6%
AZO vs DOCU
+96.5%
-76.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | +0.4% |
| 7D | -2.6% | -0.4% | -2.2% | -2.6% |
| 30D | +11.7% | +12.9% | -1.2% | +10.9% |
| 3M | +6.4% | +35.1% | -28.7% | +4.5% |
| 6M | -5.5% | +76.2% | -81.7% | -8.6% |
| YTD | -4.5% | +17.2% | -21.7% | -6.1% |
| 1Y | -13.8% | +16.4% | -30.2% | -15.2% |
| All | +19.6% | +96.5% | -76.9% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling