+33.8%
MAS vs DOCU
+33.7%
+0.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.3% |
| 7D | -0.8% | +6.9% | -7.6% | -1.6% |
| 30D | -5.6% | +19.0% | -24.6% | -7.7% |
| 3M | +4.4% | +34.3% | -29.8% | +0.3% |
| 6M | +7.2% | +48.0% | -40.8% | +0.9% |
| YTD | +16.1% | 0.0% | +16.1% | +16.1% |
| 1Y | +0.1% | -10.3% | +10.4% | +1.5% |
| All | +33.8% | +33.7% | +0.1% | +14.2% |
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 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