+63.8%
DOCU vs MOH
+133.7%
-69.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.6% | -4.5% |
| 7D | +0.7% | -3.3% | +4.0% | +1.2% |
| 30D | +8.0% | -0.1% | +8.1% | +7.9% |
| 3M | +41.0% | -1.1% | +42.1% | +40.7% |
| 6M | +33.7% | +35.9% | -2.2% | +25.5% |
| YTD | -4.9% | +13.1% | -18.0% | -9.0% |
| 1Y | -20.4% | +11.8% | -32.2% | -24.4% |
| 3Y | +29.6% | -38.7% | +68.4% | +32.7% |
| 5Y | -76.9% | -25.1% | -51.8% | -77.9% |
| All | +63.8% | +133.7% | -69.9% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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