+119.2%
GOOG vs DOCU
+88.2%
+31.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | +2.9% | -4.8% | +7.6% | +3.4% |
| 30D | -17.8% | +9.4% | -27.2% | -18.6% |
| 3M | -19.0% | +29.0% | -48.1% | -21.5% |
| 6M | -27.9% | +62.3% | -90.2% | -32.2% |
| YTD | -8.7% | +13.7% | -22.3% | -10.3% |
| 1Y | +2.5% | +11.5% | -9.0% | +0.8% |
| 3Y | +119.2% | +94.2% | +25.1% | +115.9% |
| All | +119.2% | +88.2% | +31.0% | +115.9% |
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