+80.9%
SCHG vs DOCU
+96.5%
-15.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.2% |
| 7D | -0.9% | -0.4% | -0.4% | -0.8% |
| 30D | -5.9% | +12.9% | -18.9% | -7.8% |
| 3M | -3.4% | +35.1% | -38.4% | -8.3% |
| 6M | +1.1% | +76.2% | -75.1% | -8.8% |
| YTD | +5.9% | +17.2% | -11.3% | +2.1% |
| 1Y | +4.6% | +16.4% | -11.8% | +0.8% |
| All | +80.9% | +96.5% | -15.7% | +62.9% |
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