+29.9%
MCHP vs DOCU
+11.6%
+18.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | -5.4% | -3.7% | -1.7% | -5.7% |
| 30D | -7.5% | +15.0% | -22.5% | -6.6% |
| 3M | -6.0% | +39.9% | -45.9% | -3.9% |
| 6M | -20.1% | +66.2% | -86.2% | -16.5% |
| YTD | +20.2% | +17.7% | +2.6% | +35.4% |
| 1Y | +29.9% | +13.7% | +16.3% | +48.8% |
| All | +29.9% | +11.6% | +18.3% | +48.8% |
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