+226.2%
SU vs DOCU
-69.6%
+295.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | +1.7% | +4.1% | -2.3% | +1.5% |
| 30D | -7.9% | +7.4% | -15.2% | -8.3% |
| 3M | +7.5% | +26.0% | -18.5% | +6.0% |
| 6M | +7.2% | +79.2% | -72.0% | +3.2% |
| YTD | +60.9% | +18.1% | +42.8% | +58.7% |
| 1Y | +63.6% | +20.5% | +43.1% | +61.1% |
| 3Y | +128.9% | +96.4% | +32.5% | +113.9% |
| All | +226.2% | -69.6% | +295.9% | +225.3% |
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 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