+762.7%
MDB vs DOCU
+104.2%
+658.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.7% |
| 7D | -11.4% | -5.5% | -5.8% | -8.3% |
| 30D | -13.8% | +12.6% | -26.5% | -19.9% |
| 3M | -15.5% | +36.4% | -51.8% | -30.1% |
| 6M | +17.9% | +66.8% | -48.9% | -13.6% |
| YTD | -25.5% | +13.5% | -38.9% | -32.3% |
| 1Y | -12.1% | +11.3% | -23.4% | -19.8% |
| 3Y | -5.9% | +92.1% | -97.9% | -43.9% |
| 5Y | -43.7% | -71.0% | +27.3% | -13.9% |
| All | +762.7% | +104.2% | +658.5% | +379.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling