+176.7%
MU vs DOCU
+11.4%
+165.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.0% | -15.5% | -18.0% |
| 7D | -29.7% | -3.2% | -26.5% | -30.4% |
| 30D | -37.2% | +15.7% | -52.9% | -34.4% |
| 3M | -26.5% | +37.3% | -63.8% | -18.6% |
| 6M | +2.6% | +63.1% | -60.6% | +23.5% |
| YTD | +130.1% | +15.4% | +114.8% | +184.8% |
| 1Y | +176.7% | +11.3% | +165.4% | +241.6% |
| All | +176.7% | +11.4% | +165.3% | +241.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling