+152.5%
SU vs DOCU
+112.5%
+39.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | +1.7% | +4.1% | -2.3% | +1.5% |
| 30D | -7.9% | +7.4% | -15.2% | -8.3% |
| 3M | +7.5% | +26.0% | -18.5% | +5.9% |
| 6M | +7.2% | +79.2% | -72.0% | +2.9% |
| YTD | +60.9% | +18.1% | +42.8% | +58.4% |
| 1Y | +63.6% | +20.5% | +43.1% | +60.7% |
| 3Y | +128.9% | +96.4% | +32.5% | +113.6% |
| 5Y | +228.3% | -69.5% | +297.8% | +234.2% |
| All | +152.5% | +112.5% | +39.9% | +88.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling