-48.8%
SE vs DOCU
+11.6%
-60.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +6.7% | -3.7% | +10.4% | +7.1% |
| 30D | -17.2% | +15.0% | -32.2% | -18.9% |
| 3M | -28.0% | +39.9% | -67.9% | -32.3% |
| 6M | -6.1% | +66.2% | -72.3% | -14.9% |
| YTD | -37.1% | +17.7% | -54.8% | -40.3% |
| 1Y | -48.8% | +13.7% | -62.4% | -50.9% |
| All | -48.8% | +11.6% | -60.4% | -50.9% |
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 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