-73.2%
DOCS vs DOCU
-78.0%
+4.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.7% | -6.5% | -4.5% |
| 7D | -1.4% | +6.9% | -8.3% | -4.6% |
| 30D | +21.8% | +19.0% | +2.8% | +12.6% |
| 3M | +27.3% | +34.3% | -7.0% | +10.4% |
| 6M | -0.3% | +48.0% | -48.3% | -18.0% |
| YTD | -40.5% | 0.0% | -40.5% | -41.6% |
| 1Y | -61.5% | -10.3% | -51.3% | -60.6% |
| 3Y | +8.2% | +32.4% | -24.2% | -17.6% |
| All | -73.2% | -78.0% | +4.8% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling