+303.5%
MXL vs DOCU
-9.0%
+312.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +5.6% |
| 7D | +1.6% | +6.9% | -5.3% | +1.7% |
| 30D | -7.0% | +19.0% | -26.0% | -7.0% |
| 3M | -33.4% | +34.3% | -67.7% | -33.2% |
| 6M | +260.2% | +48.0% | +212.2% | +240.6% |
| YTD | +260.0% | 0.0% | +259.9% | +273.3% |
| 1Y | +303.5% | -10.3% | +313.7% | +324.4% |
| All | +303.5% | -9.0% | +312.5% | +324.4% |
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 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