+94.9%
DOCU vs AGI
+138.5%
-43.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.8% | +6.0% | +3.3% |
| 7D | -0.4% | 0.0% | -0.4% | -0.5% |
| 30D | +12.9% | -7.6% | +20.5% | +13.2% |
| 3M | +35.1% | -10.2% | +45.3% | +35.4% |
| 6M | +76.2% | -31.5% | +107.7% | +79.1% |
| YTD | +17.2% | -22.0% | +39.2% | +17.1% |
| 1Y | +16.4% | -7.9% | +24.3% | +15.1% |
| All | +94.9% | +138.5% | -43.6% | +81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling