+37.3%
DOCU vs XE
-51.0%
+88.3%
-7.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -10.4% | +8.5% | -0.9% |
| 7D | -3.2% | -23.1% | +19.9% | -0.7% |
| 30D | +15.7% | -41.7% | +57.4% | +23.0% |
| 3M | +37.3% | -52.8% | +90.0% | +51.6% |
| All | +37.3% | -51.0% | +88.3% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 3mo: compounded portfolio wealth divided by compounded XE 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…
3mo analysis · Full analysis span regression · Available span rolling