+76.3%
MSFU vs DOCU
+27.2%
+49.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.7% | -7.9% | -5.5% |
| 7D | -5.7% | +6.9% | -12.6% | -8.1% |
| 30D | +4.2% | +19.0% | -14.8% | -2.7% |
| 3M | +27.9% | +34.3% | -6.4% | +13.0% |
| 6M | +37.1% | +48.0% | -10.9% | +17.1% |
| YTD | -7.4% | 0.0% | -7.4% | -9.6% |
| 1Y | -19.6% | -10.3% | -9.3% | -19.6% |
| 3Y | +33.2% | +32.4% | +0.8% | +8.6% |
| All | +76.3% | +27.2% | +49.2% | +39.6% |
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 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