+2,093.8%
MU vs DOCU
+80.0%
+2,013.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.7% | +2.4% | +5.2% |
| 7D | +9.0% | +6.9% | +2.1% | +7.3% |
| 30D | +13.8% | +19.0% | -5.2% | +8.9% |
| 3M | +2.1% | +34.3% | -32.2% | -6.7% |
| 6M | +153.8% | +48.0% | +105.8% | +123.6% |
| YTD | +256.4% | 0.0% | +256.4% | +245.3% |
| 1Y | +719.8% | -10.3% | +730.0% | +713.3% |
| 3Y | +1,360.4% | +32.4% | +1,328.0% | +1,155.4% |
| 5Y | +1,312.4% | -77.9% | +1,390.4% | +1,615.1% |
| All | +2,093.8% | +80.0% | +2,013.8% | +1,130.5% |
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 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