-84.0%
FIG vs DOCU
+0.7%
-84.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -2.0% | -14.7% | -15.0% |
| 7D | -17.4% | -3.2% | -14.2% | -14.8% |
| 30D | -15.9% | +15.7% | -31.6% | -25.0% |
| 3M | -34.5% | +37.3% | -71.8% | -49.8% |
| 6M | -5.0% | +63.1% | -68.2% | -36.7% |
| YTD | -50.7% | +15.4% | -66.0% | -59.5% |
| 1Y | -58.1% | +11.3% | -69.4% | -65.1% |
| All | -84.0% | +0.7% | -84.7% | -86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling