+94.2%
DOCU vs MDY
+57.1%
+37.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -2.5% |
| 7D | -4.8% | +0.7% | -5.5% | -5.4% |
| 30D | +9.4% | +1.3% | +8.1% | +7.9% |
| 3M | +29.0% | -4.1% | +33.1% | +33.4% |
| 6M | +62.3% | +1.0% | +61.3% | +59.7% |
| YTD | +13.7% | +13.3% | +0.4% | -1.3% |
| 1Y | +11.5% | +15.7% | -4.2% | -5.3% |
| 3Y | +94.2% | +59.6% | +34.6% | +21.4% |
| All | +94.2% | +57.1% | +37.1% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling