+2.3%
MUB vs DOCU
-78.0%
+80.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | 0.0% |
| 7D | -0.9% | +6.9% | -7.7% | -0.9% |
| 30D | -1.4% | +19.0% | -20.4% | -1.6% |
| 3M | -2.2% | +34.3% | -36.4% | -2.5% |
| 6M | -1.9% | +48.0% | -49.9% | -2.4% |
| YTD | -0.8% | 0.0% | -0.8% | -0.9% |
| 1Y | +2.7% | -10.3% | +13.0% | +2.7% |
| 3Y | +8.6% | +32.4% | -23.8% | +7.9% |
| All | +2.3% | -78.0% | +80.3% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling