+9.9%
SNXX vs DOCU
+39.8%
-29.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | +0.8% | -12.4% | -11.0% |
| 7D | +8.5% | +4.1% | +4.4% | +11.4% |
| 30D | -66.5% | +7.4% | -73.9% | -64.9% |
| 3M | -74.6% | +26.0% | -100.6% | -68.4% |
| 6M | -82.8% | +79.2% | -162.0% | -66.4% |
| All | +9.9% | +39.8% | -29.9% | +75.3% |
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