+102.6%
DOCU vs SUI
+69.6%
+33.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.2% | -5.0% | -1.9% |
| 7D | -3.7% | +10.0% | -13.7% | -7.6% |
| 30D | +15.0% | +8.4% | +6.5% | +10.9% |
| 3M | +39.9% | +0.7% | +39.2% | +39.1% |
| 6M | +66.2% | -0.9% | +67.1% | +66.0% |
| YTD | +17.7% | +0.6% | +17.0% | +16.2% |
| 1Y | +13.7% | +0.8% | +12.9% | +12.0% |
| 3Y | +95.9% | +15.5% | +80.4% | +77.0% |
| 5Y | -71.7% | -25.9% | -45.8% | -69.3% |
| All | +102.6% | +69.6% | +33.0% | +76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling