+237.3%
P vs DOCU
-71.9%
+309.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.0% | -14.4% | -15.9% |
| 7D | -31.9% | -3.2% | -28.7% | -31.3% |
| 30D | -36.5% | +15.7% | -52.2% | -39.0% |
| 3M | +11.6% | +37.3% | -25.7% | +1.7% |
| 6M | +25.2% | +63.1% | -37.9% | +7.6% |
| YTD | +39.4% | +15.4% | +24.1% | +30.4% |
| 1Y | -3.7% | +11.3% | -15.0% | -9.3% |
| 3Y | +167.3% | +92.1% | +75.2% | +113.8% |
| 5Y | +237.3% | -70.5% | +307.8% | +224.7% |
| All | +237.3% | -71.9% | +309.2% | +224.7% |
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