+134.5%
MO vs DOCU
+87.9%
+46.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.9% |
| 7D | -2.4% | -5.5% | +3.1% | -2.5% |
| 30D | +9.7% | +12.6% | -2.9% | +9.9% |
| 3M | +14.1% | +36.4% | -22.2% | +14.7% |
| 6M | +11.9% | +66.8% | -54.9% | +13.2% |
| YTD | +38.4% | +13.5% | +24.9% | +39.3% |
| 1Y | +41.9% | +11.3% | +30.6% | +42.7% |
| 3Y | +134.5% | +92.1% | +42.5% | +127.8% |
| All | +134.5% | +87.9% | +46.6% | +127.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling