+44.4%
D vs DOCU
+80.0%
-35.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.5% |
| 7D | +0.4% | +6.9% | -6.4% | +0.3% |
| 30D | -3.6% | +19.0% | -22.6% | -4.0% |
| 3M | -1.0% | +34.3% | -35.3% | -1.8% |
| 6M | +6.3% | +48.0% | -41.7% | +5.1% |
| YTD | +14.7% | 0.0% | +14.7% | +14.6% |
| 1Y | +16.9% | -10.3% | +27.2% | +17.1% |
| 3Y | +56.8% | +32.4% | +24.4% | +54.0% |
| 5Y | +5.2% | -77.9% | +83.1% | +5.2% |
| All | +44.4% | +80.0% | -35.6% | +37.8% |
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