+149.4%
SU vs DOCU
+107.7%
+41.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.2% | -4.0% |
| 7D | -11.0% | -3.2% | -7.8% | -10.8% |
| 30D | +1.2% | +15.7% | -14.5% | +0.3% |
| 3M | +10.6% | +37.3% | -26.6% | +8.3% |
| 6M | +0.5% | +63.1% | -62.7% | -3.0% |
| YTD | +58.9% | +15.4% | +43.6% | +56.7% |
| 1Y | +71.0% | +11.3% | +59.7% | +68.9% |
| 3Y | +125.7% | +92.1% | +33.6% | +110.9% |
| 5Y | +215.1% | -70.5% | +285.6% | +221.5% |
| All | +149.4% | +107.7% | +41.7% | +86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling