+295.0%
FLEX vs DOCU
+94.9%
+200.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +0.2% | -12.5% | -12.3% |
| 7D | -17.0% | -3.7% | -13.3% | -16.9% |
| 30D | -33.8% | +15.0% | -48.8% | -34.2% |
| 3M | -39.0% | +39.9% | -78.9% | -40.2% |
| 6M | -15.9% | +66.2% | -82.0% | -19.3% |
| YTD | +27.8% | +17.7% | +10.1% | +30.2% |
| 1Y | +25.0% | +13.7% | +11.3% | +28.1% |
| All | +295.0% | +94.9% | +200.1% | +241.9% |
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