+235.0%
MAR vs DOCU
+110.9%
+124.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.3% |
| 7D | +1.0% | -0.4% | +1.4% | +1.1% |
| 30D | +16.2% | +12.9% | +3.3% | +14.1% |
| 3M | +23.1% | +35.1% | -12.0% | +17.2% |
| 6M | +22.0% | +76.2% | -54.2% | +10.9% |
| YTD | +39.2% | +17.2% | +22.0% | +33.8% |
| 1Y | +48.3% | +16.4% | +31.8% | +42.5% |
| 3Y | +123.4% | +95.6% | +27.8% | +93.2% |
| 5Y | +185.4% | -68.5% | +253.9% | +189.2% |
| All | +235.0% | +110.9% | +124.1% | +114.6% |
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