+148.2%
SU vs DOCU
+104.2%
+44.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | -13.4% | -5.5% | -7.9% | -13.1% |
| 30D | +0.9% | +12.6% | -11.8% | +0.1% |
| 3M | +12.8% | +36.4% | -23.6% | +10.4% |
| 6M | +8.3% | +66.8% | -58.5% | +4.4% |
| YTD | +58.2% | +13.5% | +44.7% | +56.1% |
| 1Y | +67.1% | +11.3% | +55.8% | +65.0% |
| 3Y | +125.6% | +92.1% | +33.6% | +110.8% |
| 5Y | +213.6% | -71.0% | +284.6% | +220.3% |
| All | +148.2% | +104.2% | +44.0% | +85.4% |
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