+64.6%
EMR vs DOCU
+33.7%
+30.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.3% |
| 7D | -1.5% | +6.9% | -8.4% | -2.3% |
| 30D | -5.6% | +19.0% | -24.6% | -7.6% |
| 3M | +7.9% | +34.3% | -26.4% | +3.9% |
| 6M | +6.0% | +48.0% | -42.0% | +0.1% |
| YTD | +16.4% | 0.0% | +16.4% | +16.3% |
| 1Y | +16.6% | -10.3% | +26.9% | +18.0% |
| All | +64.6% | +33.7% | +30.9% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling