+33.4%
MSFU vs DOCU
+91.1%
-57.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.0% | -5.4% | -6.7% |
| 7D | +1.0% | -3.2% | +4.2% | +2.2% |
| 30D | +0.6% | +15.7% | -15.1% | -4.5% |
| 3M | +16.4% | +37.3% | -20.9% | +3.4% |
| 6M | +53.0% | +63.1% | -10.1% | +26.7% |
| YTD | +3.5% | +15.4% | -11.9% | -5.5% |
| 1Y | -7.8% | +11.3% | -19.2% | -15.2% |
| All | +33.4% | +91.1% | -57.7% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling