+78.2%
MSTR vs DOCU
-71.6%
+149.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | -1.8% | -3.7% | +1.9% | +0.2% |
| 30D | -13.3% | +15.0% | -28.3% | -20.1% |
| 3M | +46.0% | +39.9% | +6.1% | +19.6% |
| 6M | -22.4% | +66.2% | -88.6% | -44.2% |
| YTD | -6.2% | +17.7% | -23.9% | -19.0% |
| 1Y | -42.3% | +13.7% | -56.0% | -49.1% |
| 3Y | +214.0% | +95.9% | +118.1% | +70.6% |
| 5Y | +78.2% | -71.7% | +149.8% | +103.5% |
| All | +78.2% | -71.6% | +149.8% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling