+386.0%
FLEX vs DOCU
-71.9%
+457.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.0% | -11.6% | -13.3% |
| 7D | -28.3% | -3.2% | -25.1% | -27.9% |
| 30D | -45.0% | +15.7% | -60.7% | -46.3% |
| 3M | -45.2% | +37.3% | -82.5% | -48.3% |
| 6M | -30.8% | +63.1% | -93.9% | -37.5% |
| YTD | +10.4% | +15.4% | -4.9% | +6.1% |
| 1Y | +2.3% | +11.3% | -9.1% | -1.1% |
| 3Y | +238.9% | +92.1% | +146.8% | +181.4% |
| 5Y | +386.0% | -70.5% | +456.5% | +394.5% |
| All | +386.0% | -71.9% | +457.9% | +394.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling