+18.9%
C vs DOCU
+11.4%
+7.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.0% | -3.1% | -5.0% |
| 7D | -5.3% | -3.2% | -2.1% | -5.2% |
| 30D | -7.3% | +15.7% | -23.0% | -7.8% |
| 3M | -13.5% | +37.3% | -50.7% | -14.7% |
| 6M | -6.5% | +63.1% | -69.6% | -9.3% |
| YTD | +3.6% | +15.4% | -11.8% | +3.5% |
| 1Y | +18.9% | +11.3% | +7.6% | +19.6% |
| All | +18.9% | +11.4% | +7.5% | +19.6% |
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 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