+426.2%
MSI vs DOCU
+107.7%
+318.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.2% |
| 7D | +5.1% | -3.2% | +8.3% | +5.4% |
| 30D | +13.3% | +15.7% | -2.4% | +11.5% |
| 3M | +18.3% | +37.3% | -19.0% | +14.2% |
| 6M | +18.7% | +63.1% | -44.4% | +12.1% |
| YTD | +36.0% | +15.4% | +20.6% | +32.6% |
| 1Y | +32.6% | +11.3% | +21.3% | +29.7% |
| 3Y | +78.3% | +92.1% | -13.8% | +59.3% |
| 5Y | +121.6% | -70.5% | +192.1% | +131.0% |
| All | +426.2% | +107.7% | +318.5% | +275.9% |
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