-76.5%
DOCU vs ACWI
+67.7%
-144.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.8% |
| 7D | +6.9% | +0.5% | +6.4% | +6.0% |
| 30D | +19.0% | +0.9% | +18.1% | +17.4% |
| 3M | +34.3% | +2.4% | +31.9% | +27.9% |
| 6M | +48.0% | +12.4% | +35.6% | +16.9% |
| YTD | 0.0% | +15.2% | -15.1% | -25.0% |
| 1Y | -10.3% | +22.7% | -33.0% | -40.7% |
| 3Y | +32.4% | +75.8% | -43.4% | -59.7% |
| All | -76.5% | +67.7% | -144.2% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling