+161.1%
MGY vs DOCU
+110.9%
+50.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.2% | +0.3% | +3.2% |
| 7D | +2.6% | -0.4% | +3.0% | +2.6% |
| 30D | -2.0% | +12.9% | -14.9% | -3.2% |
| 3M | -7.8% | +35.1% | -42.9% | -10.8% |
| 6M | -13.9% | +76.2% | -90.1% | -19.2% |
| YTD | +11.6% | +17.2% | -5.6% | +8.8% |
| 1Y | +6.7% | +16.4% | -9.7% | +4.0% |
| 3Y | +20.6% | +95.6% | -74.9% | +9.3% |
| 5Y | +32.4% | -68.5% | +100.9% | +31.6% |
| All | +161.1% | +110.9% | +50.1% | +95.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling