+97.7%
DOCN vs DOCU
-61.5%
+159.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.3% | -7.2% |
| 7D | -20.0% | -3.7% | -16.3% | -18.5% |
| 30D | -38.8% | +15.0% | -53.7% | -43.5% |
| 3M | -34.8% | +39.9% | -74.7% | -46.9% |
| 6M | -22.8% | +66.2% | -88.9% | -45.2% |
| YTD | +74.6% | +17.7% | +56.9% | +48.5% |
| 1Y | +116.4% | +13.7% | +102.8% | +86.6% |
| 3Y | +239.3% | +95.9% | +143.4% | +87.1% |
| 5Y | -20.2% | -71.7% | +51.4% | +11.8% |
| All | +97.7% | -61.5% | +159.2% | +134.7% |
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 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