+488.5%
FIX vs DOCU
+94.9%
+393.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +0.2% | -15.3% | -15.1% |
| 7D | -18.9% | -3.7% | -15.2% | -18.8% |
| 30D | -36.3% | +15.0% | -51.2% | -36.9% |
| 3M | -38.5% | +39.9% | -78.4% | -40.1% |
| 6M | -42.3% | +66.2% | -108.4% | -45.3% |
| YTD | +17.1% | +17.7% | -0.6% | +18.2% |
| 1Y | +14.4% | +13.7% | +0.7% | +16.3% |
| All | +488.5% | +94.9% | +393.6% | +376.8% |
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