+68.1%
DOCU vs SUNB
+7.1%
+61.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -1.5% |
| 7D | -5.5% | -7.9% | +2.3% | -6.5% |
| 30D | +12.6% | +3.0% | +9.6% | +13.1% |
| 3M | +36.4% | -4.4% | +40.8% | +35.6% |
| 6M | +66.8% | +2.0% | +64.8% | +68.9% |
| All | +68.1% | +7.1% | +61.1% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 5y: compounded portfolio wealth divided by compounded SUNB 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…
5y analysis · Full analysis span regression · 6 months rolling