-4.9%
ON vs DOCU
+91.1%
-96.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -2.0% | -9.6% | -11.3% |
| 7D | -16.3% | -3.2% | -13.0% | -15.8% |
| 30D | -27.0% | +15.7% | -42.7% | -28.7% |
| 3M | -18.1% | +37.3% | -55.3% | -22.5% |
| 6M | -38.6% | +63.1% | -101.8% | -44.6% |
| YTD | +16.4% | +15.4% | +1.0% | +14.9% |
| 1Y | +25.8% | +11.3% | +14.5% | +25.4% |
| All | -4.9% | +91.1% | -96.0% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling