-10.3%
DOCU vs FRSH
-3.3%
-6.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.7% | +8.4% | +7.1% |
| 7D | +6.9% | -8.2% | +15.0% | +13.3% |
| 30D | +19.0% | +10.5% | +8.5% | +10.7% |
| 3M | +34.3% | +32.7% | +1.6% | +10.0% |
| 6M | +48.0% | +50.3% | -2.3% | +11.4% |
| YTD | 0.0% | +3.9% | -3.9% | -3.5% |
| 1Y | -10.3% | -2.2% | -8.1% | -7.8% |
| All | -10.3% | -3.3% | -6.9% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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