+66.2%
DOCU vs ACI
-14.7%
+80.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -0.8% |
| 7D | -3.7% | +4.5% | -8.2% | -4.9% |
| 30D | +15.0% | +20.9% | -5.9% | +9.3% |
| 3M | +39.9% | +15.2% | +24.7% | +34.7% |
| 6M | +66.2% | -13.3% | +79.5% | +59.9% |
| All | +66.2% | -14.7% | +80.9% | +59.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling