+11.6%
DOCU vs SOLS
+35.1%
-23.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.7% | -9.6% | +1.9% |
| 7D | -4.8% | +8.0% | -12.8% | -3.3% |
| 30D | +9.4% | +3.7% | +5.6% | +10.3% |
| 3M | +29.0% | +4.6% | +24.5% | +30.8% |
| 6M | +62.3% | -18.5% | +80.8% | +59.9% |
| YTD | +13.7% | +31.4% | -17.8% | +6.7% |
| All | +11.6% | +35.1% | -23.4% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling