+130.9%
SOUN vs DOCU
+87.9%
+43.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.9% | -2.6% |
| 7D | -2.6% | -5.5% | +2.9% | +0.6% |
| 30D | -27.0% | +12.6% | -39.6% | -32.3% |
| 3M | -41.9% | +36.4% | -78.3% | -52.3% |
| 6M | -56.1% | +66.8% | -122.9% | -68.9% |
| YTD | -58.8% | +13.5% | -72.2% | -63.5% |
| 1Y | -71.1% | +11.3% | -82.4% | -74.1% |
| 3Y | +130.9% | +92.1% | +38.8% | +31.1% |
| All | +130.9% | +87.9% | +43.0% | +31.1% |
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