+70.5%
AZO vs DOCU
-69.6%
+140.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | +0.2% |
| 7D | +1.3% | +4.1% | -2.7% | +1.1% |
| 30D | +12.0% | +7.4% | +4.6% | +11.5% |
| 3M | +7.2% | +26.0% | -18.8% | +5.7% |
| 6M | -3.2% | +79.2% | -82.4% | -6.6% |
| YTD | -3.9% | +18.1% | -22.0% | -5.3% |
| 1Y | -14.7% | +20.5% | -35.2% | -16.1% |
| 3Y | +20.4% | +96.4% | -76.0% | +13.6% |
| All | +70.5% | -69.6% | +140.2% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling