+178.4%
MS vs DOCU
+94.9%
+83.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.1% | +4.2% |
| 7D | +2.6% | -3.7% | +6.3% | +3.2% |
| 30D | +2.6% | +15.0% | -12.3% | +0.3% |
| 3M | -10.1% | +39.9% | -50.0% | -15.2% |
| 6M | +4.4% | +66.2% | -61.8% | -5.3% |
| YTD | +11.7% | +17.7% | -6.0% | +7.9% |
| 1Y | +20.9% | +13.7% | +7.3% | +17.5% |
| All | +178.4% | +94.9% | +83.5% | +120.5% |
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 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