+47.0%
DOW vs DOCU
+10.8%
+36.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -9.4% | -4.8% | -4.6% | -9.4% |
| 30D | +8.9% | +9.4% | -0.4% | +9.2% |
| 3M | +6.7% | +29.0% | -22.3% | +7.7% |
| 6M | -14.2% | +62.3% | -76.5% | -12.1% |
| YTD | +36.9% | +13.7% | +23.3% | +40.8% |
| All | +47.0% | +10.8% | +36.2% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 1y: compounded portfolio wealth divided by compounded DOCU 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…
1y analysis · Full analysis span regression · 6 months rolling