+16.4%
MMM vs DOCU
+11.4%
+5.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -3.1% |
| 7D | +5.9% | -3.2% | +9.1% | +5.9% |
| 30D | +14.7% | +15.7% | -0.9% | +14.6% |
| 3M | +3.6% | +37.3% | -33.7% | +3.2% |
| 6M | +32.7% | +63.1% | -30.4% | +32.0% |
| YTD | +18.9% | +15.4% | +3.6% | +21.7% |
| 1Y | +16.4% | +11.3% | +5.1% | +20.1% |
| All | +16.4% | +11.4% | +5.0% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling