+52.8%
MMM vs DOCU
+107.7%
-54.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -3.0% |
| 7D | +5.9% | -3.2% | +9.1% | +6.2% |
| 30D | +14.7% | +15.7% | -0.9% | +13.1% |
| 3M | +3.6% | +37.3% | -33.7% | +0.2% |
| 6M | +32.7% | +63.1% | -30.4% | +25.7% |
| YTD | +18.9% | +15.4% | +3.6% | +16.2% |
| 1Y | +16.4% | +11.3% | +5.1% | +14.1% |
| 3Y | +159.8% | +92.1% | +67.7% | +138.3% |
| 5Y | +47.2% | -70.5% | +117.7% | +46.8% |
| All | +52.8% | +107.7% | -54.9% | +15.9% |
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