+503.1%
MSFT vs DOCU
+104.2%
+398.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.6% |
| 7D | +1.7% | -5.5% | +7.2% | +3.0% |
| 30D | +0.2% | +12.6% | -12.5% | -2.6% |
| 3M | +6.4% | +36.4% | -30.0% | -1.5% |
| 6M | +28.7% | +66.8% | -38.1% | +13.2% |
| YTD | +10.4% | +13.5% | -3.1% | +5.3% |
| 1Y | +7.6% | +11.3% | -3.7% | +2.8% |
| 3Y | +52.3% | +92.1% | -39.7% | +21.7% |
| 5Y | +64.5% | -71.0% | +135.5% | +82.1% |
| All | +503.1% | +104.2% | +398.8% | +274.2% |
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