+73.5%
MSFT vs DOCU
-78.0%
+151.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.8% |
| 7D | -2.7% | +6.9% | -9.6% | -4.1% |
| 30D | +2.7% | +19.0% | -16.3% | -1.3% |
| 3M | +17.0% | +34.3% | -17.3% | +9.0% |
| 6M | +23.8% | +48.0% | -24.2% | +12.7% |
| YTD | +4.0% | 0.0% | +4.0% | +2.3% |
| 1Y | -0.8% | -10.3% | +9.5% | -0.9% |
| 3Y | +55.6% | +32.4% | +23.2% | +36.8% |
| All | +73.5% | -78.0% | +151.4% | +86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling