+25.0%
MGY vs DOCU
-71.0%
+96.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -10.7% | -5.5% | -5.1% | -10.1% |
| 30D | -2.7% | +12.6% | -15.4% | -4.2% |
| 3M | -3.7% | +36.4% | -40.1% | -7.6% |
| 6M | -16.3% | +66.8% | -83.1% | -22.1% |
| YTD | +10.2% | +13.5% | -3.2% | +7.3% |
| 1Y | +13.5% | +11.3% | +2.2% | +10.6% |
| 3Y | +14.6% | +92.1% | -77.4% | +0.5% |
| All | +25.0% | -71.0% | +96.0% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling