+516.6%
MPC vs DOCU
+80.0%
+436.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.1% |
| 7D | +5.4% | +6.9% | -1.4% | +4.7% |
| 30D | +31.0% | +19.0% | +12.0% | +28.3% |
| 3M | +46.0% | +34.3% | +11.7% | +40.9% |
| 6M | +77.3% | +48.0% | +29.3% | +68.8% |
| YTD | +141.9% | 0.0% | +141.9% | +139.6% |
| 1Y | +120.9% | -10.3% | +131.2% | +120.9% |
| 3Y | +182.7% | +32.4% | +150.3% | +165.4% |
| 5Y | +646.4% | -77.9% | +724.4% | +715.5% |
| All | +516.6% | +80.0% | +436.6% | +253.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling