+77.3%
MA vs DOCU
+94.9%
-17.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.8% | +3.9% |
| 7D | +10.2% | -3.7% | +13.9% | +10.7% |
| 30D | +19.3% | +15.0% | +4.4% | +17.3% |
| 3M | +18.0% | +39.9% | -21.9% | +13.0% |
| 6M | +33.7% | +66.2% | -32.5% | +24.8% |
| YTD | +18.6% | +17.7% | +0.9% | +14.7% |
| 1Y | +22.5% | +13.7% | +8.8% | +18.9% |
| All | +77.3% | +94.9% | -17.6% | +63.4% |
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