+84.9%
MKSI vs DOCU
-76.6%
+161.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.7% | +0.6% | +3.3% |
| 7D | +1.8% | +6.9% | -5.1% | 0.0% |
| 30D | -16.8% | +19.0% | -35.8% | -20.9% |
| 3M | -21.1% | +34.3% | -55.4% | -28.6% |
| 6M | +10.8% | +48.0% | -37.2% | -4.2% |
| YTD | +63.3% | 0.0% | +63.3% | +58.0% |
| 1Y | +157.0% | -10.3% | +167.2% | +156.0% |
| 3Y | +163.7% | +32.4% | +131.3% | +123.7% |
| All | +84.9% | -76.6% | +161.5% | +79.8% |
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