+23.6%
MGY vs DOCU
+98.0%
-74.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | +4.5% | +4.1% | +0.4% | +4.1% |
| 30D | -0.4% | +7.4% | -7.8% | -1.1% |
| 3M | -4.3% | +26.0% | -30.4% | -6.5% |
| 6M | -12.9% | +79.2% | -92.0% | -18.1% |
| YTD | +15.2% | +18.1% | -2.9% | +13.3% |
| 1Y | +10.3% | +20.5% | -10.2% | +8.1% |
| 3Y | +23.6% | +96.4% | -72.8% | +6.5% |
| All | +23.6% | +98.0% | -74.4% | +6.5% |
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 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