+94.9%
DOCU vs FRSH
-27.1%
+122.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -2.6% |
| 7D | +1.6% | -0.2% | +1.8% | +1.6% |
| 30D | +10.8% | -8.8% | +19.7% | +16.0% |
| 3M | +38.0% | +8.8% | +29.1% | +31.5% |
| 6M | +77.4% | +49.1% | +28.3% | +45.0% |
| YTD | +17.2% | +3.4% | +13.7% | +12.1% |
| 1Y | +15.6% | +8.8% | +6.7% | +8.0% |
| All | +94.9% | -27.1% | +122.0% | +104.0% |
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