+23.4%
AZO vs DOCU
+87.9%
-64.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.7% |
| 7D | +1.5% | -5.5% | +7.0% | +1.8% |
| 30D | +13.0% | +12.6% | +0.4% | +12.3% |
| 3M | +4.8% | +36.4% | -31.6% | +2.8% |
| 6M | -9.2% | +66.8% | -76.0% | -11.9% |
| YTD | -5.2% | +13.5% | -18.6% | -6.5% |
| 1Y | -12.4% | +11.3% | -23.7% | -13.7% |
| 3Y | +23.4% | +92.1% | -68.6% | +16.1% |
| All | +23.4% | +87.9% | -64.5% | +16.1% |
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