+1,025.1%
MSTR vs DOCU
+111.8%
+913.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.8% |
| 3M | +46.0% | +39.9% | +6.1% | +24.7% |
| 6M | -22.4% | +66.2% | -88.6% | -40.1% |
| YTD | -6.2% | +17.7% | -23.9% | -16.4% |
| 1Y | -42.3% | +13.7% | -56.0% | -47.7% |
| 3Y | +214.0% | +95.9% | +118.1% | +105.8% |
| 5Y | +78.2% | -71.7% | +149.8% | +115.8% |
| All | +1,025.1% | +111.8% | +913.3% | +836.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling