+174.2%
ON vs DOCU
+107.7%
+66.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -2.0% | -9.6% | -11.0% |
| 7D | -16.3% | -3.2% | -13.0% | -15.5% |
| 30D | -27.0% | +15.7% | -42.7% | -30.0% |
| 3M | -18.1% | +37.3% | -55.3% | -25.6% |
| 6M | -38.6% | +63.1% | -101.8% | -48.2% |
| YTD | +16.4% | +15.4% | +1.0% | +7.3% |
| 1Y | +25.8% | +11.3% | +14.5% | +17.1% |
| 3Y | -7.7% | +92.1% | -99.7% | -30.6% |
| 5Y | +6.6% | -70.5% | +77.1% | +18.4% |
| All | +174.2% | +107.7% | +66.5% | +53.4% |
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 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