+623.8%
SE vs DOCU
+104.4%
+519.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | 0.0% | -3.4% | +3.4% | +1.6% |
| 30D | -19.4% | +9.3% | -28.6% | -23.1% |
| 3M | -33.1% | +30.2% | -63.3% | -42.2% |
| 6M | -11.4% | +62.1% | -73.6% | -31.9% |
| YTD | -39.8% | +13.5% | -53.3% | -46.4% |
| 1Y | -50.5% | +11.5% | -62.0% | -55.7% |
| 3Y | +68.9% | +89.5% | -20.6% | -0.3% |
| 5Y | -77.1% | -69.6% | -7.5% | -70.8% |
| All | +623.8% | +104.4% | +519.5% | +441.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling