-65.8%
OPEN vs DOCU
+63.4%
-129.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.0% | -7.6% | -8.9% |
| 7D | -5.8% | -3.2% | -2.6% | -4.7% |
| 30D | -21.1% | +15.7% | -36.8% | -24.3% |
| 3M | -52.4% | +37.3% | -89.7% | -57.4% |
| 6M | -65.8% | +63.1% | -128.9% | -71.9% |
| All | -65.8% | +63.4% | -129.1% | -71.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling