+8.9%
DOCS vs DOCU
+33.7%
-24.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.7% | -6.5% | -4.2% |
| 7D | -1.4% | +6.9% | -8.3% | -4.1% |
| 30D | +21.8% | +19.0% | +2.8% | +14.2% |
| 3M | +27.3% | +34.3% | -7.0% | +13.6% |
| 6M | -0.3% | +48.0% | -48.3% | -14.4% |
| YTD | -40.5% | 0.0% | -40.5% | -42.0% |
| 1Y | -61.5% | -10.3% | -51.3% | -61.3% |
| All | +8.9% | +33.7% | -24.7% | -20.5% |
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