+66.2%
MSFT vs DOCU
-71.9%
+138.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.0% | -1.6% | -3.2% |
| 7D | +1.1% | -3.2% | +4.3% | +1.8% |
| 30D | +1.3% | +15.7% | -14.4% | -1.9% |
| 3M | +10.2% | +37.3% | -27.1% | +2.5% |
| 6M | +30.8% | +63.1% | -32.3% | +16.7% |
| YTD | +11.5% | +15.4% | -3.9% | +6.2% |
| 1Y | +6.5% | +11.3% | -4.8% | +2.0% |
| 3Y | +55.5% | +92.1% | -36.6% | +26.0% |
| 5Y | +66.2% | -70.5% | +136.7% | +59.7% |
| All | +66.2% | -71.9% | +138.0% | +59.7% |
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