-0.3%
DOCS vs DOCU
+47.4%
-47.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.7% | -6.5% | -5.0% |
| 7D | -1.4% | +6.9% | -8.3% | -5.5% |
| 30D | +21.8% | +19.0% | +2.8% | +9.8% |
| 3M | +27.3% | +34.3% | -7.0% | +7.3% |
| 6M | -0.3% | +48.0% | -48.3% | -21.2% |
| All | -0.3% | +47.4% | -47.8% | -21.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling