+231.5%
MAR vs DOCU
+110.9%
+120.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +1.8% | +1.6% | +0.2% | +1.5% |
| 30D | +14.3% | +10.8% | +3.5% | +12.5% |
| 3M | +20.0% | +38.0% | -17.9% | +13.9% |
| 6M | +21.7% | +77.4% | -55.7% | +10.5% |
| YTD | +37.7% | +17.2% | +20.5% | +32.4% |
| 1Y | +46.8% | +15.6% | +31.2% | +41.3% |
| 3Y | +121.0% | +95.6% | +25.4% | +91.2% |
| 5Y | +183.1% | -69.7% | +252.8% | +188.1% |
| All | +231.5% | +110.9% | +120.6% | +112.3% |
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 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