+125.6%
SU vs DOCU
+87.9%
+37.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | -13.4% | -5.5% | -7.9% | -13.3% |
| 30D | +0.9% | +12.6% | -11.8% | +0.5% |
| 3M | +12.8% | +36.4% | -23.6% | +11.7% |
| 6M | +8.3% | +66.8% | -58.5% | +6.5% |
| YTD | +58.2% | +13.5% | +44.7% | +58.2% |
| 1Y | +67.1% | +11.3% | +55.8% | +67.2% |
| 3Y | +125.6% | +92.1% | +33.6% | +126.7% |
| All | +125.6% | +87.9% | +37.7% | +126.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling