+920.6%
MSTR vs DOCU
+107.7%
+812.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.3% | -8.4% |
| 7D | -8.7% | -3.2% | -5.5% | -7.3% |
| 30D | -21.4% | +15.7% | -37.1% | -26.5% |
| 3M | +31.4% | +37.3% | -5.8% | +13.4% |
| 6M | -30.8% | +63.1% | -93.9% | -46.1% |
| YTD | -14.9% | +15.4% | -30.3% | -23.4% |
| 1Y | -49.3% | +11.3% | -60.6% | -53.6% |
| 3Y | +184.8% | +92.1% | +92.8% | +88.5% |
| 5Y | +62.1% | -70.5% | +132.6% | +95.5% |
| All | +920.6% | +107.7% | +812.9% | +758.1% |
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 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