+389.4%
OSCR vs DOCU
+31.0%
+358.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.8% |
| 7D | +5.8% | +6.9% | -1.0% | +4.3% |
| 30D | +7.1% | +19.0% | -11.9% | +2.8% |
| 3M | +36.7% | +34.3% | +2.4% | +26.9% |
| 6M | +114.3% | +48.0% | +66.3% | +93.0% |
| YTD | +124.4% | 0.0% | +124.4% | +122.1% |
| 1Y | +75.5% | -10.3% | +85.7% | +77.9% |
| All | +389.4% | +31.0% | +358.4% | +242.8% |
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