+467.9%
MSFT vs DOCU
+80.0%
+387.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.9% |
| 7D | -2.7% | +6.9% | -9.6% | -4.2% |
| 30D | +2.7% | +19.0% | -16.3% | -1.6% |
| 3M | +17.0% | +34.3% | -17.3% | +8.5% |
| 6M | +23.8% | +48.0% | -24.2% | +12.0% |
| YTD | +4.0% | 0.0% | +4.0% | +2.3% |
| 1Y | -0.8% | -10.3% | +9.5% | -0.8% |
| 3Y | +55.6% | +32.4% | +23.2% | +35.8% |
| 5Y | +72.9% | -77.9% | +150.8% | +104.6% |
| All | +467.9% | +80.0% | +387.9% | +263.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling