+50.6%
MMM vs DOCU
+104.2%
-53.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.2% |
| 7D | +6.2% | -5.5% | +11.7% | +6.8% |
| 30D | +14.2% | +12.6% | +1.6% | +12.9% |
| 3M | +2.9% | +36.4% | -33.5% | -0.4% |
| 6M | +27.6% | +66.8% | -39.2% | +20.5% |
| YTD | +17.3% | +13.5% | +3.8% | +14.8% |
| 1Y | +15.1% | +11.3% | +3.8% | +12.8% |
| 3Y | +157.1% | +92.1% | +65.1% | +135.9% |
| 5Y | +45.1% | -71.0% | +116.1% | +45.0% |
| All | +50.6% | +104.2% | -53.6% | +14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling