+66.8%
DOCU vs AGI
-21.9%
+88.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -1.6% |
| 7D | -5.5% | +16.0% | -21.5% | -5.4% |
| 30D | +12.6% | +1.0% | +11.7% | +12.7% |
| 3M | +36.4% | +2.5% | +33.9% | +36.1% |
| 6M | +66.8% | -24.0% | +90.8% | +70.9% |
| All | +66.8% | -21.9% | +88.7% | +70.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling