+184.8%
MKSI vs DOCU
+31.0%
+153.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.7% | +0.6% | +3.6% |
| 7D | +1.8% | +6.9% | -5.1% | +0.5% |
| 30D | -16.8% | +19.0% | -35.8% | -19.7% |
| 3M | -21.1% | +34.3% | -55.4% | -26.6% |
| 6M | +10.8% | +48.0% | -37.2% | -1.2% |
| YTD | +63.3% | 0.0% | +63.3% | +64.2% |
| 1Y | +157.0% | -10.3% | +167.2% | +166.6% |
| All | +184.8% | +31.0% | +153.8% | +133.1% |
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