-40.9%
SE vs DOCU
-9.0%
-31.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -1.5% |
| 7D | -6.1% | +6.9% | -13.0% | -7.2% |
| 30D | -2.5% | +19.0% | -21.4% | -5.8% |
| 3M | +21.7% | +34.3% | -12.6% | +14.1% |
| 6M | +27.0% | +48.0% | -21.0% | +16.7% |
| YTD | -12.1% | 0.0% | -12.1% | -13.9% |
| 1Y | -40.9% | -10.3% | -30.6% | -42.0% |
| All | -40.9% | -9.0% | -31.9% | -42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling