+369.7%
OSCR vs DOCU
+96.5%
+273.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.7% | +1.6% | -5.3% | -4.0% |
| 30D | -5.5% | +10.8% | -16.3% | -7.4% |
| 3M | +7.9% | +38.0% | -30.1% | +0.8% |
| 6M | +34.6% | +77.4% | -42.8% | +18.7% |
| YTD | +122.3% | +17.2% | +105.1% | +113.0% |
| 1Y | +111.5% | +15.6% | +95.9% | +103.4% |
| All | +369.7% | +96.5% | +273.2% | +327.3% |
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