+20.0%
EXE vs DOCU
+33.7%
-13.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.8% | -1.4% |
| 7D | -0.3% | +6.9% | -7.1% | -0.8% |
| 30D | +8.5% | +19.0% | -10.5% | +7.0% |
| 3M | +5.5% | +34.3% | -28.8% | +2.9% |
| 6M | -5.9% | +48.0% | -53.9% | -9.3% |
| YTD | -9.7% | 0.0% | -9.7% | -9.6% |
| 1Y | +3.6% | -10.3% | +13.8% | +4.5% |
| All | +20.0% | +33.7% | -13.6% | +12.3% |
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