+58.6%
MDT vs DOCU
+94.3%
-35.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +2.7% | -3.4% | +6.1% | +2.9% |
| 30D | +14.8% | +9.3% | +5.6% | +14.4% |
| 3M | +14.6% | +30.2% | -15.7% | +13.2% |
| 6M | +35.7% | +62.1% | -26.4% | +32.8% |
| YTD | +8.5% | +13.5% | -5.1% | +7.9% |
| 1Y | +13.3% | +11.5% | +1.8% | +12.7% |
| 3Y | +58.6% | +89.5% | -30.9% | +64.2% |
| All | +58.6% | +94.3% | -35.8% | +64.2% |
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