+95.7%
DOCU vs MDY
+118.7%
-23.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -2.8% |
| 7D | -4.8% | +0.7% | -5.5% | -5.5% |
| 30D | +9.4% | +1.3% | +8.1% | +7.8% |
| 3M | +29.0% | -4.1% | +33.1% | +33.6% |
| 6M | +62.3% | +1.0% | +61.3% | +59.5% |
| YTD | +13.7% | +13.3% | +0.4% | -1.0% |
| 1Y | +11.5% | +15.7% | -4.2% | -4.8% |
| 3Y | +94.2% | +59.6% | +34.6% | +22.1% |
| 5Y | -71.7% | +36.3% | -108.1% | -78.7% |
| All | +95.7% | +118.7% | -23.0% | +41.7% |
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