+118.0%
GOOG vs DOCU
+87.9%
+30.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.0% |
| 7D | +2.1% | -5.5% | +7.6% | +2.7% |
| 30D | -18.3% | +12.6% | -30.9% | -19.3% |
| 3M | -20.3% | +36.4% | -56.7% | -23.3% |
| 6M | -28.1% | +66.8% | -94.9% | -32.6% |
| YTD | -9.3% | +13.5% | -22.8% | -10.9% |
| 1Y | -0.2% | +11.3% | -11.5% | -1.9% |
| 3Y | +118.0% | +92.1% | +26.0% | +106.9% |
| All | +118.0% | +87.9% | +30.1% | +106.9% |
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