-30.3%
PL vs DOCU
+47.4%
-77.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -0.4% |
| 7D | -9.3% | +6.9% | -16.2% | -7.9% |
| 30D | -18.9% | +19.0% | -37.9% | -15.4% |
| 3M | -58.4% | +34.3% | -92.7% | -53.9% |
| 6M | -30.3% | +48.0% | -78.3% | -15.6% |
| All | -30.3% | +47.4% | -77.7% | -15.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling