+498.2%
MPC vs DOCU
+107.7%
+390.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -3.7% |
| 7D | -12.8% | -3.2% | -9.5% | -12.4% |
| 30D | -12.7% | +15.7% | -28.4% | -14.1% |
| 3M | +27.1% | +37.3% | -10.2% | +22.6% |
| 6M | +45.8% | +63.1% | -17.3% | +37.5% |
| YTD | +134.7% | +15.4% | +119.3% | +128.8% |
| 1Y | +106.0% | +11.3% | +94.7% | +101.4% |
| 3Y | +165.5% | +92.1% | +73.4% | +139.4% |
| 5Y | +540.9% | -70.5% | +611.4% | +575.9% |
| All | +498.2% | +107.7% | +390.6% | +237.6% |
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