+143.5%
SU vs DOCU
+104.6%
+38.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -10.6% | -4.8% | -5.8% | -10.3% |
| 30D | -6.6% | +9.4% | -16.0% | -7.2% |
| 3M | +12.9% | +29.0% | -16.1% | +11.0% |
| 6M | +6.7% | +62.3% | -55.6% | +3.1% |
| YTD | +55.2% | +13.7% | +41.5% | +53.1% |
| 1Y | +61.5% | +11.5% | +50.0% | +59.5% |
| 3Y | +128.7% | +94.2% | +34.5% | +113.6% |
| 5Y | +210.8% | -71.7% | +282.6% | +218.1% |
| All | +143.5% | +104.6% | +38.9% | +81.9% |
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