-49.3%
MSTR vs DOCU
+11.4%
-60.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.3% | -8.7% |
| 7D | -8.7% | -3.2% | -5.5% | -7.8% |
| 30D | -21.4% | +15.7% | -37.1% | -24.8% |
| 3M | +31.4% | +37.3% | -5.8% | +19.2% |
| 6M | -30.8% | +63.1% | -93.9% | -40.7% |
| YTD | -14.9% | +15.4% | -30.3% | -20.5% |
| 1Y | -49.3% | +11.3% | -60.6% | -51.4% |
| All | -49.3% | +11.4% | -60.7% | -51.4% |
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 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