+188.2%
MAGS vs DOCU
+41.6%
+146.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +1.7% | +4.1% | -2.4% | +0.9% |
| 30D | -5.8% | +7.4% | -13.1% | -7.1% |
| 3M | +0.2% | +26.0% | -25.8% | -4.4% |
| 6M | -2.7% | +79.2% | -81.8% | -14.0% |
| YTD | +4.1% | +18.1% | -14.0% | -0.4% |
| 1Y | +7.5% | +20.5% | -13.0% | +2.2% |
| 3Y | +122.0% | +96.4% | +25.6% | +83.5% |
| All | +188.2% | +41.6% | +146.7% | +164.5% |
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