-28.3%
MOS vs DOCU
+33.7%
-62.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +1.1% |
| 7D | +9.5% | +6.9% | +2.6% | +9.0% |
| 30D | +10.4% | +19.0% | -8.6% | +8.8% |
| 3M | +12.9% | +34.3% | -21.4% | +9.9% |
| 6M | +1.2% | +48.0% | -46.8% | -2.7% |
| YTD | +9.3% | 0.0% | +9.3% | +9.8% |
| 1Y | -18.0% | -10.3% | -7.7% | -16.7% |
| All | -28.3% | +33.7% | -62.0% | -37.8% |
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