+3.5%
EXC vs DOCU
+10.1%
-6.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -2.0% |
| 7D | -1.2% | -5.5% | +4.4% | -1.3% |
| 30D | +10.0% | +12.6% | -2.7% | +10.4% |
| 3M | +1.6% | +36.4% | -34.8% | +2.6% |
| 6M | +3.3% | +66.8% | -63.5% | +5.0% |
| YTD | +7.6% | +13.5% | -5.9% | +7.3% |
| 1Y | +3.5% | +11.3% | -7.8% | +3.0% |
| All | +3.5% | +10.1% | -6.6% | +3.0% |
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