+436.8%
OSCR vs DOCU
+87.9%
+348.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.7% | -6.0% | -7.3% |
| 7D | +0.9% | -5.5% | +6.5% | +2.1% |
| 30D | -6.9% | +12.6% | -19.5% | -9.1% |
| 3M | +15.5% | +36.4% | -20.9% | +7.9% |
| 6M | +54.5% | +66.8% | -12.3% | +37.4% |
| YTD | +113.3% | +13.5% | +99.8% | +105.5% |
| 1Y | +85.1% | +11.3% | +73.8% | +79.2% |
| 3Y | +436.8% | +92.1% | +344.7% | +310.1% |
| All | +436.8% | +87.9% | +348.9% | +310.1% |
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 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