-3.7%
P vs DOCU
+11.4%
-15.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.0% | -14.4% | -16.5% |
| 7D | -31.9% | -3.2% | -28.7% | -32.0% |
| 30D | -36.5% | +15.7% | -52.2% | -36.1% |
| 3M | +11.6% | +37.3% | -25.7% | +12.2% |
| 6M | +25.2% | +63.1% | -37.9% | +25.6% |
| YTD | +39.4% | +15.4% | +24.1% | +36.5% |
| 1Y | -3.7% | +11.3% | -15.0% | -5.5% |
| All | -3.7% | +11.4% | -15.1% | -5.5% |
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