+95.3%
DOCU vs MDY
+112.0%
-16.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.3% |
| 7D | -5.5% | -1.7% | -3.9% | -4.2% |
| 30D | +12.6% | -0.9% | +13.6% | +13.4% |
| 3M | +36.4% | -5.7% | +42.1% | +43.7% |
| 6M | +66.8% | -2.9% | +69.7% | +70.1% |
| YTD | +13.5% | +9.8% | +3.6% | +1.8% |
| 1Y | +11.3% | +13.5% | -2.2% | -3.3% |
| 3Y | +92.1% | +51.9% | +40.1% | +26.6% |
| 5Y | -71.0% | +32.0% | -103.0% | -77.5% |
| All | +95.3% | +112.0% | -16.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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