+92.1%
DOCU vs FND
-36.7%
+128.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.6% |
| 7D | -5.5% | +7.7% | -13.2% | -7.4% |
| 30D | +12.6% | +11.9% | +0.8% | +9.1% |
| 3M | +36.4% | -14.6% | +51.0% | +41.1% |
| 6M | +66.8% | +0.5% | +66.3% | +64.6% |
| YTD | +13.5% | -15.8% | +29.3% | +15.9% |
| 1Y | +11.3% | -12.9% | +24.2% | +12.3% |
| 3Y | +92.1% | -34.2% | +126.2% | +77.3% |
| All | +92.1% | -36.7% | +128.8% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling