+1,316.7%
MU vs DOCU
+107.7%
+1,209.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.0% | -15.5% | -17.0% |
| 7D | -29.7% | -3.2% | -26.5% | -29.2% |
| 30D | -37.2% | +15.7% | -52.9% | -39.4% |
| 3M | -26.5% | +37.3% | -63.8% | -32.3% |
| 6M | +2.6% | +63.1% | -60.6% | -11.4% |
| YTD | +130.1% | +15.4% | +114.8% | +114.8% |
| 1Y | +176.7% | +11.3% | +165.4% | +160.3% |
| 3Y | +813.1% | +92.1% | +721.0% | +611.8% |
| 5Y | +822.0% | -70.5% | +892.5% | +937.6% |
| All | +1,316.7% | +107.7% | +1,209.0% | +665.4% |
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 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