+13.7%
DOCU vs ACWI
+14.9%
-1.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -3.7% | -0.5% | -3.2% | -3.7% |
| 30D | +15.0% | -1.6% | +16.6% | +15.2% |
| 3M | +39.9% | -1.3% | +41.2% | +40.1% |
| 6M | +66.2% | +5.8% | +60.3% | +64.3% |
| YTD | +17.7% | +12.7% | +5.0% | +12.5% |
| 1Y | +13.7% | +15.0% | -1.3% | +5.4% |
| All | +13.7% | +14.9% | -1.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling