-10.1%
SOUN vs DOCU
-18.5%
+8.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -2.1% |
| 7D | -5.2% | +6.9% | -12.1% | -8.8% |
| 30D | +4.8% | +19.0% | -14.2% | -5.4% |
| 3M | -15.9% | +34.3% | -50.2% | -30.5% |
| 6M | -17.4% | +48.0% | -65.4% | -35.5% |
| YTD | -32.4% | 0.0% | -32.4% | -34.8% |
| 1Y | -49.3% | -10.3% | -39.0% | -48.5% |
| 3Y | +167.5% | +32.4% | +135.1% | +113.2% |
| All | -10.1% | -18.5% | +8.3% | -6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling