+72.2%
DOCU vs SUI
+65.4%
+6.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | +6.9% | -2.8% | +9.7% | +8.1% |
| 30D | +19.0% | -1.2% | +20.2% | +19.4% |
| 3M | +34.3% | -1.7% | +36.0% | +35.2% |
| 6M | +48.0% | -10.5% | +58.5% | +54.3% |
| YTD | 0.0% | -1.8% | +1.9% | 0.0% |
| 1Y | -10.3% | -4.1% | -6.2% | -9.7% |
| 3Y | +32.4% | +11.3% | +21.1% | +21.5% |
| 5Y | -77.9% | -32.1% | -45.8% | -75.4% |
| All | +72.2% | +65.4% | +6.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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