+57.5%
MDT vs DOCU
+91.1%
-33.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.8% | 0.0% |
| 7D | +8.0% | -3.2% | +11.2% | +8.1% |
| 30D | +20.4% | +15.7% | +4.7% | +19.6% |
| 3M | +22.9% | +37.3% | -14.4% | +21.2% |
| 6M | +37.1% | +63.1% | -26.0% | +34.0% |
| YTD | +11.9% | +15.4% | -3.4% | +11.2% |
| 1Y | +19.8% | +11.3% | +8.5% | +19.2% |
| All | +57.5% | +91.1% | -33.6% | +57.3% |
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