-78.9%
SE vs DOCU
-71.9%
-7.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.0% | -3.7% | -4.8% |
| 7D | -1.2% | -3.2% | +2.0% | +0.3% |
| 30D | -21.7% | +15.7% | -37.3% | -27.2% |
| 3M | -34.2% | +37.3% | -71.5% | -44.5% |
| 6M | -10.5% | +63.1% | -73.6% | -31.7% |
| YTD | -40.7% | +15.4% | -56.1% | -47.5% |
| 1Y | -52.1% | +11.3% | -63.4% | -56.9% |
| 3Y | +68.9% | +92.1% | -23.2% | -6.0% |
| 5Y | -78.9% | -70.5% | -8.4% | -78.6% |
| All | -78.9% | -71.9% | -7.0% | -78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling