+63.1%
DOCU vs SONY
+39.2%
+23.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.1% | -8.1% | -4.0% |
| 7D | -3.2% | +8.1% | -11.3% | -5.9% |
| 30D | +15.7% | +15.5% | +0.2% | +9.7% |
| 3M | +37.3% | +22.7% | +14.5% | +26.7% |
| 6M | +63.1% | +36.9% | +26.2% | +47.4% |
| All | +63.1% | +39.2% | +23.9% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 6mo: compounded portfolio wealth divided by compounded SONY 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…
6mo analysis · Full analysis span regression · 6 months rolling