+11.9%
O vs DOCU
+11.4%
+0.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.4% | +0.4% |
| 7D | +4.5% | -3.2% | +7.7% | +4.4% |
| 30D | +10.2% | +15.7% | -5.5% | +11.0% |
| 3M | -3.8% | +37.3% | -41.0% | -2.1% |
| 6M | -3.8% | +63.1% | -67.0% | -0.9% |
| YTD | +10.3% | +15.4% | -5.1% | +11.4% |
| 1Y | +11.9% | +11.3% | +0.6% | +13.3% |
| All | +11.9% | +11.4% | +0.5% | +13.3% |
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