-16.8%
OPEN vs DOCU
+33.7%
-50.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | -0.9% |
| 7D | -4.3% | +6.9% | -11.1% | -6.9% |
| 30D | -16.2% | +19.0% | -35.2% | -22.5% |
| 3M | -36.4% | +34.3% | -70.7% | -44.5% |
| 6M | -35.5% | +48.0% | -83.5% | -46.5% |
| YTD | -46.0% | 0.0% | -46.0% | -47.5% |
| 1Y | -47.1% | -10.3% | -36.9% | -46.0% |
| All | -16.8% | +33.7% | -50.4% | -48.3% |
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 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