+0.9%
MCHP vs DOCU
+10.1%
-9.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -1.7% | -8.4% | -10.1% |
| 7D | -24.6% | -5.5% | -19.0% | -24.9% |
| 30D | -25.2% | +12.6% | -37.9% | -24.6% |
| 3M | -21.1% | +36.4% | -57.5% | -19.3% |
| 6M | -42.7% | +66.8% | -109.5% | -40.2% |
| YTD | -6.9% | +13.5% | -20.3% | +4.4% |
| 1Y | +0.9% | +11.3% | -10.4% | +14.3% |
| All | +0.9% | +10.1% | -9.2% | +14.3% |
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