+62.1%
D vs DOCU
+33.7%
+28.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.5% |
| 7D | +1.5% | +6.9% | -5.4% | +1.4% |
| 30D | -2.6% | +19.0% | -21.6% | -2.8% |
| 3M | 0.0% | +34.3% | -34.3% | -0.4% |
| 6M | +7.4% | +48.0% | -40.7% | +6.7% |
| YTD | +15.9% | 0.0% | +15.9% | +16.5% |
| 1Y | +18.1% | -10.3% | +28.4% | +19.1% |
| All | +62.1% | +33.7% | +28.4% | +29.9% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling