+157.8%
MGY vs DOCU
+104.2%
+53.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -10.7% | -5.5% | -5.1% | -10.2% |
| 30D | -2.7% | +12.6% | -15.4% | -3.9% |
| 3M | -3.7% | +36.4% | -40.1% | -6.9% |
| 6M | -16.3% | +66.8% | -83.1% | -21.0% |
| YTD | +10.2% | +13.5% | -3.2% | +7.8% |
| 1Y | +13.5% | +11.3% | +2.2% | +11.1% |
| 3Y | +14.6% | +92.1% | -77.4% | +4.0% |
| 5Y | +27.3% | -71.0% | +98.2% | +27.3% |
| All | +157.8% | +104.2% | +53.6% | +93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling