-76.3%
DOCU vs FRSH
-72.0%
-4.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.9% | +0.1% | -2.1% |
| 7D | +0.7% | -10.1% | +10.8% | +6.7% |
| 30D | +8.0% | +2.2% | +5.8% | +6.7% |
| 3M | +41.0% | +28.6% | +12.4% | +22.7% |
| 6M | +33.7% | +40.2% | -6.5% | +11.0% |
| YTD | -4.9% | -1.2% | -3.6% | -5.2% |
| 1Y | -20.4% | -7.9% | -12.5% | -17.7% |
| 3Y | +29.6% | -44.7% | +74.4% | +64.5% |
| All | -76.3% | -72.0% | -4.2% | -66.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling