-48.4%
SOUN vs DOCU
-7.4%
-41.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | -6.1% | -3.4% | -2.7% | -4.3% |
| 30D | -28.2% | +9.3% | -37.5% | -32.0% |
| 3M | -48.1% | +30.2% | -78.3% | -56.0% |
| 6M | -56.4% | +62.1% | -118.5% | -68.0% |
| YTD | -61.2% | +13.5% | -74.7% | -65.5% |
| 1Y | -73.1% | +11.5% | -84.6% | -75.9% |
| 3Y | +116.2% | +89.5% | +26.7% | +40.5% |
| All | -48.4% | -7.4% | -41.0% | -50.4% |
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