+378.8%
MSCI vs DOCU
+107.7%
+271.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.8% | -2.2% |
| 7D | +6.0% | -3.2% | +9.3% | +6.9% |
| 30D | +18.2% | +15.7% | +2.5% | +13.9% |
| 3M | +15.1% | +37.3% | -22.2% | +5.9% |
| 6M | +13.7% | +63.1% | -49.4% | -0.4% |
| YTD | +15.6% | +15.4% | +0.2% | +9.4% |
| 1Y | +16.3% | +11.3% | +5.0% | +10.8% |
| 3Y | +36.9% | +92.1% | -55.2% | +6.3% |
| 5Y | +6.3% | -70.5% | +76.8% | +19.3% |
| All | +378.8% | +107.7% | +271.1% | +221.8% |
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 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