-53.5%
SOUN vs DOCU
-3.8%
-49.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.8% | -3.5% |
| 7D | -15.1% | +4.1% | -19.1% | -17.0% |
| 30D | -23.0% | +7.4% | -30.3% | -26.1% |
| 3M | -53.3% | +26.0% | -79.4% | -59.5% |
| 6M | -58.6% | +79.2% | -137.7% | -71.3% |
| YTD | -65.0% | +18.1% | -83.1% | -69.5% |
| 1Y | -71.4% | +20.5% | -92.0% | -75.5% |
| 3Y | +75.4% | +96.4% | -21.0% | +11.7% |
| All | -53.5% | -3.8% | -49.7% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling