+374.5%
AZO vs DOCU
+80.0%
+294.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.3% |
| 7D | +0.7% | +6.9% | -6.2% | +0.3% |
| 30D | -2.7% | +19.0% | -21.7% | -3.9% |
| 3M | -3.2% | +34.3% | -37.5% | -5.2% |
| 6M | -19.7% | +48.0% | -67.7% | -22.0% |
| YTD | -12.0% | 0.0% | -12.1% | -12.5% |
| 1Y | -29.5% | -10.3% | -19.3% | -29.6% |
| 3Y | +17.3% | +32.4% | -15.1% | +12.8% |
| 5Y | +94.1% | -77.9% | +172.0% | +102.7% |
| All | +374.5% | +80.0% | +294.5% | +277.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling