-3.9%
MCD vs DOCU
+11.6%
-15.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.4% | +6.5% |
| 7D | +11.9% | -3.7% | +15.6% | +11.9% |
| 30D | +20.2% | +15.0% | +5.3% | +20.0% |
| 3M | +5.2% | +39.9% | -34.7% | +4.6% |
| 6M | 0.0% | +66.2% | -66.1% | -1.2% |
| YTD | -6.5% | +17.7% | -24.2% | -4.7% |
| 1Y | -3.9% | +13.7% | -17.6% | -1.8% |
| All | -3.9% | +11.6% | -15.5% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling