+216.4%
MKSI vs DOCU
+98.0%
+118.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.7% |
| 7D | +12.2% | +4.1% | +8.1% | +11.5% |
| 30D | -8.0% | +7.4% | -15.4% | -9.1% |
| 3M | -29.5% | +26.0% | -55.5% | -32.4% |
| 6M | -31.9% | +79.2% | -111.1% | -40.5% |
| YTD | +35.3% | +18.1% | +17.2% | +32.4% |
| 1Y | +50.3% | +20.5% | +29.7% | +45.4% |
| 3Y | +216.4% | +96.4% | +120.0% | +161.5% |
| All | +216.4% | +98.0% | +118.4% | +161.5% |
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