-18.9%
EXE vs DOCU
+11.6%
-30.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -4.7% | -3.7% | -0.9% | -4.7% |
| 30D | +1.0% | +15.0% | -13.9% | +1.0% |
| 3M | -5.6% | +39.9% | -45.5% | -5.5% |
| 6M | -12.3% | +66.2% | -78.5% | -12.1% |
| YTD | -19.5% | +17.7% | -37.2% | -18.3% |
| 1Y | -18.9% | +13.7% | -32.6% | -17.1% |
| All | -18.9% | +11.6% | -30.5% | -17.1% |
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