+13.9%
MCHP vs DOCU
+10.8%
+3.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -19.2% | -4.8% | -14.4% | -19.5% |
| 30D | -18.6% | +9.4% | -28.0% | -18.1% |
| 3M | -26.9% | +29.0% | -56.0% | -25.6% |
| 6M | -37.2% | +62.3% | -99.6% | -34.5% |
| YTD | -1.8% | +13.7% | -15.5% | +10.4% |
| All | +13.9% | +10.8% | +3.1% | +28.6% |
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