+190.0%
MAGS vs DOCU
+36.3%
+153.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.3% |
| 7D | +1.3% | -4.8% | +6.1% | +2.2% |
| 30D | -6.3% | +9.4% | -15.7% | -8.0% |
| 3M | -0.1% | +29.0% | -29.1% | -5.2% |
| 6M | -0.8% | +62.3% | -63.1% | -10.7% |
| YTD | +4.7% | +13.7% | -8.9% | +1.0% |
| 1Y | +6.8% | +11.5% | -4.8% | +3.1% |
| 3Y | +128.9% | +94.2% | +34.7% | +89.1% |
| All | +190.0% | +36.3% | +153.7% | +168.0% |
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