+59.7%
SU vs DOCU
+15.8%
+44.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | +1.8% |
| 7D | -4.3% | -0.4% | -3.8% | -4.3% |
| 30D | -6.2% | +12.9% | -19.1% | -5.9% |
| 3M | +9.7% | +35.1% | -25.4% | +10.7% |
| 6M | +7.3% | +76.2% | -68.9% | +10.4% |
| YTD | +58.7% | +17.2% | +41.6% | +60.2% |
| 1Y | +59.7% | +16.4% | +43.3% | +61.3% |
| All | +59.7% | +15.8% | +44.0% | +61.3% |
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