+181.9%
SO vs DOCU
+111.8%
+70.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +1.7% | -3.7% | +5.5% | +1.8% |
| 30D | +11.1% | +15.0% | -3.8% | +11.0% |
| 3M | +0.7% | +39.9% | -39.2% | +0.3% |
| 6M | -1.4% | +66.2% | -67.5% | -2.0% |
| YTD | +9.4% | +17.7% | -8.3% | +9.3% |
| 1Y | +3.7% | +13.7% | -9.9% | +3.7% |
| 3Y | +46.7% | +95.9% | -49.2% | +43.7% |
| 5Y | +78.9% | -71.7% | +150.5% | +78.1% |
| All | +181.9% | +111.8% | +70.1% | +168.7% |
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