-52.0%
SOUN vs DOCU
-4.5%
-47.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | 0.0% | -7.9% | -7.9% |
| 7D | -15.5% | +1.6% | -17.1% | -16.2% |
| 30D | -26.2% | +10.8% | -37.1% | -30.7% |
| 3M | -51.4% | +38.0% | -89.3% | -60.1% |
| 6M | -55.3% | +77.4% | -132.7% | -68.9% |
| YTD | -63.9% | +17.2% | -81.1% | -68.4% |
| 1Y | -72.8% | +15.6% | -88.4% | -76.1% |
| 3Y | +101.1% | +95.6% | +5.5% | +28.4% |
| All | -52.0% | -4.5% | -47.5% | -54.7% |
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