+35.3%
MAS vs DOCU
-78.0%
+113.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.2% |
| 7D | -0.8% | +6.9% | -7.6% | -1.8% |
| 30D | -5.6% | +19.0% | -24.6% | -8.3% |
| 3M | +4.4% | +34.3% | -29.8% | -0.8% |
| 6M | +7.2% | +48.0% | -40.8% | -0.5% |
| YTD | +16.1% | 0.0% | +16.1% | +14.7% |
| 1Y | +0.1% | -10.3% | +10.4% | +0.3% |
| 3Y | +28.3% | +32.4% | -4.1% | +16.2% |
| All | +35.3% | -78.0% | +113.3% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling