+29.7%
ON vs DOCU
+10.1%
+19.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +0.2% |
| 7D | -11.7% | -5.5% | -6.1% | -12.6% |
| 30D | -23.3% | +12.6% | -35.9% | -21.5% |
| 3M | -19.2% | +36.4% | -55.6% | -13.8% |
| 6M | -40.1% | +66.8% | -106.9% | -32.7% |
| YTD | +16.9% | +13.5% | +3.5% | +38.6% |
| 1Y | +29.7% | +11.3% | +18.4% | +55.7% |
| All | +29.7% | +10.1% | +19.6% | +55.7% |
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