+26.4%
P vs DOCU
-9.0%
+35.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +1.3% |
| 7D | +6.5% | +6.9% | -0.3% | +6.4% |
| 30D | +18.8% | +19.0% | -0.2% | +18.1% |
| 3M | +26.7% | +34.3% | -7.5% | +24.8% |
| 6M | +62.2% | +48.0% | +14.2% | +58.4% |
| YTD | +48.5% | 0.0% | +48.5% | +49.2% |
| 1Y | +26.4% | -10.3% | +36.7% | +28.1% |
| All | +26.4% | -9.0% | +35.4% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling