+102.6%
DOCU vs ACWI
+155.6%
-53.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -2.0% |
| 7D | -3.7% | -0.5% | -3.2% | -3.2% |
| 30D | +15.0% | -1.6% | +16.6% | +17.1% |
| 3M | +39.9% | -1.3% | +41.2% | +41.6% |
| 6M | +66.2% | +5.8% | +60.3% | +51.8% |
| YTD | +17.7% | +12.7% | +5.0% | -2.2% |
| 1Y | +13.7% | +15.0% | -1.3% | -8.1% |
| 3Y | +95.9% | +77.5% | +18.4% | -11.9% |
| 5Y | -71.7% | +61.9% | -133.5% | -84.9% |
| All | +102.6% | +155.6% | -53.0% | -25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling