+164.6%
DOCN vs DOCU
-67.3%
+231.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +0.9% |
| 7D | +1.1% | +6.9% | -5.8% | -2.4% |
| 30D | -9.6% | +19.0% | -28.6% | -18.5% |
| 3M | -37.7% | +34.3% | -72.0% | -49.2% |
| 6M | +115.2% | +48.0% | +67.2% | +64.7% |
| YTD | +133.7% | 0.0% | +133.7% | +120.2% |
| 1Y | +250.2% | -10.3% | +260.4% | +245.1% |
| 3Y | +320.3% | +32.4% | +287.9% | +197.4% |
| 5Y | +53.1% | -77.9% | +131.0% | +146.2% |
| All | +164.6% | -67.3% | +231.9% | +248.1% |
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