+94.9%
DOCU vs ACI
-31.8%
+126.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.4% |
| 7D | -0.4% | -5.3% | +4.9% | +0.3% |
| 30D | +12.9% | +5.0% | +7.9% | +12.2% |
| 3M | +35.1% | +7.5% | +27.5% | +33.8% |
| 6M | +76.2% | -16.0% | +92.2% | +76.0% |
| YTD | +17.2% | -20.6% | +37.8% | +17.2% |
| 1Y | +16.4% | -23.5% | +40.0% | +16.8% |
| All | +94.9% | -31.8% | +126.8% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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