+1,027.2%
MSTR vs DOCU
+80.0%
+947.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -3.1% |
| 7D | +12.2% | +6.9% | +5.3% | +8.9% |
| 30D | +45.2% | +19.0% | +26.2% | +34.3% |
| 3M | +10.4% | +34.3% | -23.9% | -4.7% |
| 6M | -2.5% | +48.0% | -50.5% | -21.0% |
| YTD | -6.0% | 0.0% | -6.0% | -9.3% |
| 1Y | -56.4% | -10.3% | -46.1% | -56.0% |
| 3Y | +306.3% | +32.4% | +273.9% | +220.9% |
| 5Y | +100.5% | -77.9% | +178.4% | +168.6% |
| All | +1,027.2% | +80.0% | +947.1% | +916.2% |
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