+98.5%
FLEX vs DOCU
-9.0%
+107.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +2.4% |
| 7D | -0.9% | +6.9% | -7.8% | +0.7% |
| 30D | -10.1% | +19.0% | -29.1% | -6.0% |
| 3M | -31.3% | +34.3% | -65.6% | -24.8% |
| 6M | +71.3% | +48.0% | +23.3% | +89.6% |
| YTD | +81.2% | 0.0% | +81.2% | +104.2% |
| 1Y | +98.5% | -10.3% | +108.8% | +124.3% |
| All | +98.5% | -9.0% | +107.5% | +124.3% |
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 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