-3.0%
MDLN vs DOCU
+16.7%
-19.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.2% |
| 7D | +24.2% | -3.2% | +27.5% | +24.8% |
| 30D | +11.8% | +15.7% | -3.8% | +9.7% |
| 3M | +8.4% | +37.3% | -28.8% | +3.4% |
| 6M | -12.3% | +63.1% | -75.4% | -18.3% |
| YTD | -5.3% | +15.4% | -20.7% | -9.6% |
| All | -3.0% | +16.7% | -19.7% | -7.5% |
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 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