+72.2%
DOCU vs ACWI
+161.1%
-88.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | +0.5% | +6.4% | +6.2% |
| 30D | +19.0% | +0.9% | +18.1% | +17.8% |
| 3M | +34.3% | +2.4% | +31.9% | +29.6% |
| 6M | +48.0% | +12.4% | +35.6% | +24.7% |
| YTD | 0.0% | +15.2% | -15.1% | -18.7% |
| 1Y | -10.3% | +22.7% | -33.0% | -33.2% |
| 3Y | +32.4% | +75.8% | -43.4% | -39.2% |
| 5Y | -77.9% | +67.7% | -145.7% | -88.7% |
| All | +72.2% | +161.1% | -88.9% | -37.9% |
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