+144.6%
MKSI vs DOCU
-19.0%
+163.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.9% | +6.9% | +1.2% |
| 7D | +7.7% | +0.7% | +7.1% | +7.9% |
| 30D | -12.9% | +8.0% | -20.9% | -11.4% |
| 3M | -14.8% | +41.0% | -55.8% | -10.0% |
| 6M | +26.6% | +33.7% | -7.0% | +34.5% |
| YTD | +66.6% | -4.9% | +71.4% | +85.6% |
| 1Y | +144.6% | -20.4% | +164.9% | +175.8% |
| All | +144.6% | -19.0% | +163.6% | +175.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling