+95.5%
DOCU vs AGI
+508.4%
-412.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.2% | 0.0% |
| 7D | -3.4% | +13.9% | -17.3% | -3.6% |
| 30D | +9.3% | -6.2% | +15.5% | +9.4% |
| 3M | +30.2% | -6.9% | +37.2% | +30.3% |
| 6M | +62.1% | -28.7% | +90.9% | +63.2% |
| YTD | +13.5% | -19.8% | +33.3% | +13.7% |
| 1Y | +11.5% | -4.8% | +16.3% | +11.2% |
| 3Y | +89.5% | +144.3% | -54.8% | +84.8% |
| 5Y | -69.6% | +277.2% | -346.8% | -70.6% |
| All | +95.5% | +508.4% | -412.9% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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