+29.4%
EXC vs DOCU
+94.9%
-65.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | +3.3% | -3.7% | +7.0% | +3.2% |
| 30D | +13.3% | +15.0% | -1.7% | +13.7% |
| 3M | +1.8% | +39.9% | -38.1% | +2.7% |
| 6M | +1.1% | +66.2% | -65.1% | +2.5% |
| YTD | +9.0% | +17.7% | -8.7% | +9.8% |
| 1Y | +3.4% | +13.7% | -10.3% | +4.0% |
| All | +29.4% | +94.9% | -65.5% | +22.2% |
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