-16.2%
MCHP vs DOCU
+87.9%
-104.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -1.7% | -8.4% | -9.7% |
| 7D | -24.6% | -5.5% | -19.0% | -23.6% |
| 30D | -25.2% | +12.6% | -37.9% | -27.2% |
| 3M | -21.1% | +36.4% | -57.5% | -26.7% |
| 6M | -42.7% | +66.8% | -109.5% | -50.1% |
| YTD | -6.9% | +13.5% | -20.3% | -9.5% |
| 1Y | +0.9% | +11.3% | -10.4% | -1.6% |
| 3Y | -16.2% | +92.1% | -108.3% | -38.4% |
| All | -16.2% | +87.9% | -104.1% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling