+219.5%
P vs DOCU
+94.9%
+124.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | -19.4% | -3.7% | -15.6% | -18.7% |
| 30D | -22.3% | +15.0% | -37.3% | -25.2% |
| 3M | +33.2% | +39.9% | -6.7% | +20.7% |
| 6M | +53.6% | +66.2% | -12.5% | +30.4% |
| YTD | +66.8% | +17.7% | +49.1% | +57.3% |
| 1Y | +17.5% | +13.7% | +3.8% | +11.7% |
| All | +219.5% | +94.9% | +124.6% | +127.2% |
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