+324.3%
DOCN vs DOCU
+33.7%
+290.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +1.6% |
| 7D | +1.1% | +6.9% | -5.8% | -1.1% |
| 30D | -9.6% | +19.0% | -28.6% | -15.3% |
| 3M | -37.7% | +34.3% | -72.0% | -45.3% |
| 6M | +115.2% | +48.0% | +67.2% | +80.2% |
| YTD | +133.7% | 0.0% | +133.7% | +129.3% |
| 1Y | +250.2% | -10.3% | +260.4% | +256.6% |
| All | +324.3% | +33.7% | +290.6% | +168.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling