+84.2%
MNST vs DOCU
-78.0%
+162.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | -6.5% | +6.9% | -13.4% | -7.0% |
| 30D | -7.2% | +19.0% | -26.2% | -8.6% |
| 3M | -1.0% | +34.3% | -35.3% | -3.6% |
| 6M | +11.5% | +48.0% | -36.5% | +7.5% |
| YTD | +14.3% | 0.0% | +14.3% | +13.7% |
| 1Y | +38.1% | -10.3% | +48.4% | +38.4% |
| 3Y | +55.0% | +32.4% | +22.6% | +44.9% |
| All | +84.2% | -78.0% | +162.1% | +81.8% |
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