+124.5%
MAR vs DOCU
+91.1%
+33.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +13.2% |
| 3M | +15.7% | +37.3% | -21.6% | +10.4% |
| 6M | +18.2% | +63.1% | -45.0% | +9.2% |
| YTD | +35.3% | +15.4% | +19.9% | +32.1% |
| 1Y | +48.6% | +11.3% | +37.3% | +45.9% |
| All | +124.5% | +91.1% | +33.4% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling