+10.5%
MDT vs DOCU
+18.5%
-8.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +1.0% | +4.1% | -3.0% | +0.9% |
| 30D | +9.2% | +7.4% | +1.8% | +8.9% |
| 3M | +14.5% | +26.0% | -11.5% | +13.7% |
| 6M | +37.3% | +79.2% | -41.9% | +35.8% |
| YTD | +9.8% | +18.1% | -8.2% | +11.4% |
| 1Y | +10.5% | +20.5% | -10.0% | +12.0% |
| All | +10.5% | +18.5% | -8.0% | +12.0% |
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