+94.2%
DOCU vs MOH
-41.6%
+135.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.2% |
| 7D | -4.8% | -2.4% | -2.3% | -4.8% |
| 30D | +9.4% | +3.3% | +6.1% | +9.5% |
| 3M | +29.0% | +3.5% | +25.5% | +29.2% |
| 6M | +62.3% | +9.4% | +53.0% | +62.9% |
| YTD | +13.7% | +17.2% | -3.5% | +14.8% |
| 1Y | +11.5% | +33.7% | -22.2% | +12.2% |
| 3Y | +94.2% | -42.3% | +136.5% | +96.8% |
| All | +94.2% | -41.6% | +135.8% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling