+31.2%
DOCU vs FRSH
-43.5%
+74.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.7% | +8.4% | +6.2% |
| 7D | +6.9% | -8.2% | +15.0% | +11.5% |
| 30D | +19.0% | +10.5% | +8.5% | +13.1% |
| 3M | +34.3% | +32.7% | +1.6% | +16.5% |
| 6M | +48.0% | +50.3% | -2.3% | +21.1% |
| YTD | 0.0% | +3.9% | -3.9% | -3.9% |
| 1Y | -10.3% | -2.2% | -8.1% | -11.7% |
| All | +31.2% | -43.5% | +74.7% | +50.3% |
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