+225.1%
MAR vs DOCU
+104.2%
+120.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | +4.3% | -5.5% | +9.8% | +5.2% |
| 30D | +16.8% | +12.6% | +4.2% | +14.7% |
| 3M | +16.0% | +36.4% | -20.4% | +10.3% |
| 6M | +16.5% | +66.8% | -50.3% | +6.7% |
| YTD | +35.0% | +13.5% | +21.6% | +30.5% |
| 1Y | +49.4% | +11.3% | +38.1% | +44.6% |
| 3Y | +124.1% | +92.1% | +32.0% | +94.3% |
| 5Y | +159.2% | -71.0% | +230.2% | +165.3% |
| All | +225.1% | +104.2% | +120.8% | +109.2% |
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