+956.5%
SE vs DOCU
+80.0%
+876.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -2.6% |
| 7D | -6.1% | +6.9% | -13.0% | -9.1% |
| 30D | -2.5% | +19.0% | -21.4% | -11.0% |
| 3M | +21.7% | +34.3% | -12.6% | +4.0% |
| 6M | +27.0% | +48.0% | -21.0% | +2.1% |
| YTD | -12.1% | 0.0% | -12.1% | -16.0% |
| 1Y | -40.9% | -10.3% | -30.6% | -41.3% |
| 3Y | +191.0% | +32.4% | +158.6% | +109.0% |
| 5Y | -68.3% | -77.9% | +9.7% | -52.9% |
| All | +956.5% | +80.0% | +876.4% | +748.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling