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  • MSTR vs DOCU✓SelectedUSD · DOCUMSTR vs DOCU performance historyLatest closeAs of-1.39%09/04
Stock and ETF performance explorer

MSTR vs DOCU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+10.4%
DOCU return
+26.8%
Excess return
-16.4%
Maximum drawdown
-37.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioDOCUExcessAlpha
1D-1.4%+3.7%-5.1%-2.5%
7D+12.2%+6.9%+5.3%+10.1%
30D+45.2%+19.0%+26.2%+39.2%
3M+10.4%+34.3%-23.9%+3.1%
All+10.4%+26.8%-16.4%+3.1%

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 3mo: 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…

3mo analysis · Full analysis span regression · Available span rolling