-70.8%
OPEN vs DOCU
-57.7%
-13.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | -1.7% |
| 7D | -4.3% | +6.9% | -11.1% | -8.4% |
| 30D | -16.2% | +19.0% | -35.2% | -25.7% |
| 3M | -36.4% | +34.3% | -70.7% | -48.5% |
| 6M | -35.5% | +48.0% | -83.5% | -51.9% |
| YTD | -46.0% | 0.0% | -46.0% | -49.3% |
| 1Y | -47.1% | -10.3% | -36.9% | -46.7% |
| 3Y | -19.0% | +32.4% | -51.4% | -46.9% |
| 5Y | -83.6% | -77.9% | -5.6% | -74.2% |
| All | -70.8% | -57.7% | -13.1% | -61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling