+99.2%
DOCU vs ACGL
+35.7%
+63.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.4% |
| 7D | -3.7% | +8.0% | -11.7% | -5.3% |
| 30D | +15.0% | +17.3% | -2.3% | +11.1% |
| 3M | +39.9% | +11.2% | +28.7% | +36.6% |
| 6M | +66.2% | +18.2% | +48.0% | +60.8% |
| YTD | +17.7% | +15.4% | +2.3% | +14.1% |
| 1Y | +13.7% | +26.5% | -12.9% | +8.5% |
| All | +99.2% | +35.7% | +63.5% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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