+179.6%
SO vs DOCU
+104.2%
+75.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.1% |
| 7D | -1.5% | -5.5% | +4.1% | -1.4% |
| 30D | +8.1% | +12.6% | -4.6% | +7.9% |
| 3M | +0.2% | +36.4% | -36.2% | -0.1% |
| 6M | +0.4% | +66.8% | -66.4% | -0.3% |
| YTD | +8.5% | +13.5% | -5.0% | +8.4% |
| 1Y | +4.9% | +11.3% | -6.4% | +4.9% |
| 3Y | +47.9% | +92.1% | -44.2% | +44.9% |
| 5Y | +75.7% | -71.0% | +146.7% | +74.8% |
| All | +179.6% | +104.2% | +75.3% | +166.6% |
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 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