+163.3%
B vs DOCU
+94.9%
+68.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.1% | +8.3% |
| 7D | +1.1% | -3.7% | +4.8% | +1.1% |
| 30D | +0.3% | +15.0% | -14.6% | +0.1% |
| 3M | +5.4% | +39.9% | -34.5% | +4.8% |
| 6M | +5.5% | +66.2% | -60.6% | +4.5% |
| YTD | -6.3% | +17.7% | -24.0% | -5.6% |
| 1Y | +29.4% | +13.7% | +15.7% | +30.5% |
| All | +163.3% | +94.9% | +68.4% | +166.4% |
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