+425.4%
SN vs DOCU
+48.2%
+377.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.6% |
| 7D | +3.8% | -3.2% | +7.0% | +4.5% |
| 30D | +17.5% | +15.7% | +1.9% | +14.2% |
| 3M | +19.2% | +37.3% | -18.0% | +11.6% |
| 6M | +84.9% | +63.1% | +21.8% | +66.4% |
| YTD | +94.0% | +15.4% | +78.7% | +86.5% |
| 1Y | +151.3% | +11.3% | +140.0% | +143.0% |
| 3Y | +387.1% | +92.1% | +295.0% | +393.6% |
| All | +425.4% | +48.2% | +377.1% | +303.0% |
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 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