-15.6%
MOS vs DOCU
+11.6%
-27.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +0.2% | +17.2% | +17.4% |
| 7D | +17.9% | -3.7% | +21.7% | +17.8% |
| 30D | +1.6% | +15.0% | -13.4% | +1.8% |
| 3M | -4.0% | +39.9% | -43.9% | -3.3% |
| 6M | -4.1% | +66.2% | -70.3% | -3.2% |
| YTD | -7.8% | +17.7% | -25.5% | +0.3% |
| 1Y | -15.6% | +13.7% | -29.3% | -6.5% |
| All | -15.6% | +11.6% | -27.2% | -6.5% |
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 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