+57.4%
MAR vs DOCU
+11.6%
+45.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.9% | +2.0% |
| 7D | +7.7% | -3.7% | +11.4% | +7.8% |
| 30D | +19.4% | +15.0% | +4.4% | +19.2% |
| 3M | +23.3% | +39.9% | -16.6% | +22.9% |
| 6M | +22.8% | +66.2% | -43.3% | +21.6% |
| YTD | +37.8% | +17.7% | +20.1% | +39.8% |
| 1Y | +57.4% | +13.7% | +43.7% | +61.3% |
| All | +57.4% | +11.6% | +45.8% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling