+18.1%
MCHP vs DOCU
-9.0%
+27.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.2% | +1.4% |
| 7D | +1.7% | +6.9% | -5.2% | +1.7% |
| 30D | -4.1% | +19.0% | -23.1% | -4.2% |
| 3M | -22.5% | +34.3% | -56.8% | -21.9% |
| 6M | +7.3% | +48.0% | -40.7% | +6.6% |
| YTD | +18.4% | 0.0% | +18.4% | +29.1% |
| 1Y | +18.1% | -10.3% | +28.4% | +30.3% |
| All | +18.1% | -9.0% | +27.2% | +30.3% |
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