+342.0%
SU vs DOCU
-78.0%
+420.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.9% |
| 7D | +3.6% | +6.9% | -3.3% | +3.2% |
| 30D | +7.9% | +19.0% | -11.1% | +6.7% |
| 3M | +3.5% | +34.3% | -30.8% | +1.6% |
| 6M | +19.0% | +48.0% | -29.0% | +15.8% |
| YTD | +55.0% | 0.0% | +54.9% | +54.5% |
| 1Y | +71.2% | -10.3% | +81.5% | +71.6% |
| 3Y | +117.4% | +32.4% | +85.0% | +109.1% |
| All | +342.0% | -78.0% | +420.0% | +361.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling