+33.8%
MSI vs DOCU
+10.1%
+23.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | +4.7% | -5.5% | +10.2% | +4.8% |
| 30D | +14.8% | +12.6% | +2.1% | +14.4% |
| 3M | +8.8% | +36.4% | -27.6% | +8.0% |
| 6M | +19.3% | +66.8% | -47.5% | +18.0% |
| YTD | +35.3% | +13.5% | +21.9% | +30.7% |
| 1Y | +33.8% | +11.3% | +22.5% | +29.1% |
| All | +33.8% | +10.1% | +23.7% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling