+46.6%
DG vs DOCU
+11.9%
+34.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -2.2% |
| 7D | +6.1% | -3.2% | +9.3% | +6.7% |
| 30D | +11.9% | +15.7% | -3.7% | +9.3% |
| 3M | +9.3% | +37.3% | -28.0% | +3.6% |
| 6M | +19.1% | +63.1% | -44.0% | +9.9% |
| YTD | +5.9% | +15.4% | -9.4% | -1.7% |
| All | +46.6% | +11.9% | +34.7% | +36.7% |
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