+52.0%
STT vs DOCU
+11.6%
+40.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | -0.1% | -3.7% | +3.6% | -0.1% |
| 30D | -1.7% | +15.0% | -16.6% | -1.8% |
| 3M | -6.4% | +39.9% | -46.3% | -6.8% |
| 6M | +17.7% | +66.2% | -48.5% | +16.0% |
| YTD | +36.9% | +17.7% | +19.2% | +39.4% |
| 1Y | +52.0% | +13.7% | +38.3% | +55.2% |
| All | +52.0% | +11.6% | +40.4% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling