+294.1%
B vs DOCU
+80.0%
+214.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -2.3% |
| 7D | -1.6% | +6.9% | -8.5% | -1.8% |
| 30D | +9.4% | +19.0% | -9.6% | +8.7% |
| 3M | +5.0% | +34.3% | -29.3% | +3.8% |
| 6M | -3.5% | +48.0% | -51.6% | -5.2% |
| YTD | +4.5% | 0.0% | +4.4% | +4.3% |
| 1Y | +67.8% | -10.3% | +78.0% | +68.2% |
| 3Y | +196.7% | +32.4% | +164.3% | +189.9% |
| 5Y | +151.9% | -77.9% | +229.9% | +151.6% |
| All | +294.1% | +80.0% | +214.1% | +304.6% |
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 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