-71.4%
SOUN vs DOCU
+18.5%
-89.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.8% | -3.4% |
| 7D | -15.1% | +4.1% | -19.1% | -16.5% |
| 30D | -23.0% | +7.4% | -30.3% | -25.4% |
| 3M | -53.3% | +26.0% | -79.4% | -58.2% |
| 6M | -58.6% | +79.2% | -137.7% | -69.4% |
| YTD | -65.0% | +18.1% | -83.1% | -72.1% |
| 1Y | -71.4% | +20.5% | -92.0% | -77.2% |
| All | -71.4% | +18.5% | -89.9% | -77.2% |
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