+150.2%
SU vs DOCU
+110.9%
+39.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.3% | +1.6% | -1.2% | +0.2% |
| 30D | -7.9% | +10.8% | -18.7% | -8.5% |
| 3M | +9.2% | +38.0% | -28.8% | +6.8% |
| 6M | +5.5% | +77.4% | -71.9% | +1.3% |
| YTD | +59.5% | +17.2% | +42.3% | +57.0% |
| 1Y | +59.9% | +15.6% | +44.4% | +57.6% |
| 3Y | +130.3% | +95.6% | +34.7% | +115.0% |
| 5Y | +225.3% | -69.7% | +295.0% | +231.4% |
| All | +150.2% | +110.9% | +39.3% | +86.5% |
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