+150.2%
MGY vs DOCU
+104.4%
+45.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -6.9% | -3.4% | -3.5% | -6.5% |
| 30D | -4.7% | +9.3% | -13.9% | -5.6% |
| 3M | -11.7% | +30.2% | -41.9% | -14.2% |
| 6M | -16.3% | +62.1% | -78.4% | -20.8% |
| YTD | +7.0% | +13.5% | -6.6% | +4.6% |
| 1Y | +5.0% | +11.5% | -6.5% | +2.7% |
| 3Y | +15.6% | +89.5% | -73.9% | +5.0% |
| 5Y | +27.4% | -69.6% | +97.1% | +27.1% |
| All | +150.2% | +104.4% | +45.8% | +88.0% |
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 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