+98.6%
DOCU vs ACWI
+145.8%
-47.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.9% | +2.9% |
| 7D | -3.2% | -4.0% | +0.8% | +1.8% |
| 30D | +15.7% | -5.8% | +21.5% | +24.4% |
| 3M | +37.3% | -5.0% | +42.3% | +45.7% |
| 6M | +63.1% | +0.7% | +62.4% | +58.8% |
| YTD | +15.4% | +8.4% | +6.9% | +0.6% |
| 1Y | +11.3% | +10.1% | +1.2% | -5.0% |
| 3Y | +92.1% | +70.8% | +21.3% | -9.3% |
| 5Y | -70.5% | +55.4% | -125.9% | -83.5% |
| All | +98.6% | +145.8% | -47.2% | -23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling