-10.3%
DOCU vs FND
-36.4%
+26.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.4% |
| 7D | +6.9% | -5.2% | +12.1% | +7.8% |
| 30D | +19.0% | -19.9% | +38.9% | +23.5% |
| 3M | +34.3% | +2.7% | +31.6% | +34.2% |
| 6M | +48.0% | -21.7% | +69.7% | +55.0% |
| YTD | 0.0% | -17.5% | +17.5% | +2.3% |
| 1Y | -10.3% | -39.3% | +29.0% | +4.4% |
| All | -10.3% | -36.4% | +26.1% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling