+1,616.4%
MU vs DOCU
+111.8%
+1,504.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.2% | -7.2% | -7.0% |
| 7D | -19.1% | -3.7% | -15.4% | -18.4% |
| 30D | -25.2% | +15.0% | -40.2% | -27.8% |
| 3M | -10.9% | +39.9% | -50.8% | -18.3% |
| 6M | +38.0% | +66.2% | -28.2% | +18.6% |
| YTD | +178.8% | +17.7% | +161.1% | +158.8% |
| 1Y | +265.1% | +13.7% | +251.5% | +241.5% |
| 3Y | +1,006.2% | +95.9% | +910.3% | +757.7% |
| 5Y | +1,027.5% | -71.7% | +1,099.2% | +1,182.3% |
| All | +1,616.4% | +111.8% | +1,504.6% | +822.2% |
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