-71.4%
SOUN vs DOCU
+11.6%
-83.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | -2.7% | -3.7% | +1.0% | -1.1% |
| 30D | -26.5% | +15.0% | -41.5% | -31.2% |
| 3M | -33.6% | +39.9% | -73.5% | -43.8% |
| 6M | -54.4% | +66.2% | -120.5% | -65.3% |
| YTD | -56.7% | +17.7% | -74.4% | -64.6% |
| 1Y | -71.4% | +13.7% | -85.1% | -75.9% |
| All | -71.4% | +11.6% | -83.1% | -75.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling