+916.9%
MDB vs DOCU
+80.0%
+836.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.7% | -7.8% | -6.3% |
| 7D | -17.4% | +6.9% | -24.3% | -20.8% |
| 30D | -2.0% | +19.0% | -21.0% | -11.8% |
| 3M | -3.0% | +34.3% | -37.3% | -19.5% |
| 6M | +48.7% | +48.0% | +0.7% | +17.1% |
| YTD | -12.1% | 0.0% | -12.2% | -13.5% |
| 1Y | +14.5% | -10.3% | +24.8% | +17.5% |
| 3Y | -6.1% | +32.4% | -38.5% | -29.9% |
| 5Y | -27.3% | -77.9% | +50.6% | +30.5% |
| All | +916.9% | +80.0% | +836.9% | +512.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling