-42.4%
SOUN vs DOCU
-4.1%
-38.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | -2.7% | -3.7% | +1.0% | -0.7% |
| 30D | -26.5% | +15.0% | -41.5% | -32.4% |
| 3M | -33.6% | +39.9% | -73.5% | -45.8% |
| 6M | -54.4% | +66.2% | -120.5% | -67.0% |
| YTD | -56.7% | +17.7% | -74.4% | -62.2% |
| 1Y | -71.4% | +13.7% | -85.1% | -74.6% |
| 3Y | +134.8% | +95.9% | +38.9% | +49.8% |
| All | -42.4% | -4.1% | -38.3% | -45.8% |
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