+307.8%
P vs DOCU
-71.6%
+379.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | -19.4% | -3.7% | -15.6% | -18.6% |
| 30D | -22.3% | +15.0% | -37.3% | -25.2% |
| 3M | +33.2% | +39.9% | -6.7% | +20.8% |
| 6M | +53.6% | +66.2% | -12.5% | +31.4% |
| YTD | +66.8% | +17.7% | +49.1% | +55.1% |
| 1Y | +17.5% | +13.7% | +3.8% | +10.0% |
| 3Y | +219.7% | +95.9% | +123.8% | +154.6% |
| 5Y | +307.8% | -71.7% | +379.4% | +292.3% |
| All | +307.8% | -71.6% | +379.3% | +292.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling