+101.4%
META vs DOCU
+94.9%
+6.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | +2.9% | -3.7% | +6.6% | +3.5% |
| 30D | -15.1% | +15.0% | -30.0% | -17.3% |
| 3M | +7.2% | +39.9% | -32.7% | +0.6% |
| 6M | +3.4% | +66.2% | -62.8% | -6.5% |
| YTD | -4.3% | +17.7% | -22.0% | -8.2% |
| 1Y | +0.8% | +13.7% | -12.9% | -2.9% |
| All | +101.4% | +94.9% | +6.5% | +82.1% |
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 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