+144.6%
SU vs DOCU
+104.4%
+40.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -10.2% | -3.4% | -6.8% | -10.0% |
| 30D | -6.2% | +9.3% | -15.5% | -6.8% |
| 3M | +8.7% | +30.2% | -21.5% | +6.8% |
| 6M | +7.2% | +62.1% | -54.9% | +3.6% |
| YTD | +55.9% | +13.5% | +42.4% | +53.8% |
| 1Y | +60.4% | +11.5% | +48.9% | +58.4% |
| 3Y | +125.2% | +89.5% | +35.7% | +110.7% |
| 5Y | +216.7% | -69.6% | +286.4% | +222.5% |
| All | +144.6% | +104.4% | +40.3% | +82.8% |
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 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