+291.2%
MA vs DOCU
+107.7%
+183.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.2% |
| 7D | +3.2% | -3.2% | +6.4% | +3.7% |
| 30D | +15.9% | +15.7% | +0.3% | +13.1% |
| 3M | +15.2% | +37.3% | -22.1% | +8.9% |
| 6M | +32.4% | +63.1% | -30.7% | +21.0% |
| YTD | +15.6% | +15.4% | +0.3% | +11.3% |
| 1Y | +19.3% | +11.3% | +8.0% | +15.3% |
| 3Y | +73.0% | +92.1% | -19.1% | +46.8% |
| 5Y | +93.7% | -70.5% | +164.2% | +105.8% |
| All | +291.2% | +107.7% | +183.5% | +146.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling