+92.1%
DOCU vs FRSH
-36.3%
+128.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +3.0% | +0.8% |
| 7D | -5.5% | -17.7% | +12.2% | +4.3% |
| 30D | +12.6% | -11.0% | +23.6% | +19.4% |
| 3M | +36.4% | +4.5% | +31.9% | +32.9% |
| 6M | +66.8% | +36.2% | +30.6% | +42.9% |
| YTD | +13.5% | -1.1% | +14.6% | +11.3% |
| 1Y | +11.3% | +11.6% | -0.3% | +3.4% |
| 3Y | +92.1% | -33.9% | +126.0% | +112.7% |
| All | +92.1% | -36.3% | +128.4% | +112.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling