-71.4%
OPEN vs DOCU
+11.6%
-83.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.2% | +13.6% | +13.7% |
| 7D | +3.7% | -3.7% | +7.4% | +4.8% |
| 30D | -14.3% | +15.0% | -29.2% | -17.5% |
| 3M | -51.9% | +39.9% | -91.8% | -56.8% |
| 6M | -61.4% | +66.2% | -127.6% | -67.3% |
| YTD | -66.0% | +17.7% | -83.7% | -68.4% |
| 1Y | -71.4% | +13.7% | -85.1% | -72.3% |
| All | -71.4% | +11.6% | -83.0% | -72.3% |
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