+44.9%
C vs DOCU
-9.0%
+53.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.6% |
| 7D | +3.6% | +6.9% | -3.3% | +3.1% |
| 30D | +0.1% | +19.0% | -18.9% | -1.3% |
| 3M | +2.4% | +34.3% | -31.9% | -0.2% |
| 6M | +24.9% | +48.0% | -23.1% | +19.4% |
| YTD | +19.8% | 0.0% | +19.8% | +20.7% |
| 1Y | +44.9% | -10.3% | +55.1% | +47.5% |
| All | +44.9% | -9.0% | +53.9% | +47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling