+139.3%
SOUN vs DOCU
+91.1%
+48.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.3% |
| 7D | -2.3% | -3.2% | +0.9% | -0.5% |
| 30D | -25.5% | +15.7% | -41.2% | -32.0% |
| 3M | -33.7% | +37.3% | -71.0% | -45.8% |
| 6M | -53.4% | +63.1% | -116.5% | -66.5% |
| YTD | -57.3% | +15.4% | -72.7% | -62.5% |
| 1Y | -72.9% | +11.3% | -84.2% | -75.7% |
| All | +139.3% | +91.1% | +48.2% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling