+185.2%
FTI vs DOCU
+91.1%
+94.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.3% |
| 7D | -8.0% | -3.2% | -4.8% | -7.7% |
| 30D | -11.9% | +15.7% | -27.6% | -13.0% |
| 3M | -11.0% | +37.3% | -48.3% | -13.6% |
| 6M | -17.8% | +63.1% | -80.9% | -21.6% |
| YTD | +38.5% | +15.4% | +23.1% | +37.2% |
| 1Y | +45.9% | +11.3% | +34.6% | +45.1% |
| All | +185.2% | +91.1% | +94.1% | +166.3% |
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 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