+225.7%
MAR vs DOCU
+107.7%
+118.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.5% |
| 7D | +4.4% | -3.2% | +7.6% | +4.9% |
| 30D | +15.5% | +15.7% | -0.2% | +13.0% |
| 3M | +15.7% | +37.3% | -21.6% | +9.9% |
| 6M | +18.2% | +63.1% | -45.0% | +8.6% |
| YTD | +35.3% | +15.4% | +19.9% | +30.4% |
| 1Y | +48.6% | +11.3% | +37.3% | +43.9% |
| 3Y | +124.3% | +92.1% | +32.3% | +94.5% |
| 5Y | +159.7% | -70.5% | +230.2% | +165.2% |
| All | +225.7% | +107.7% | +118.0% | +109.1% |
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