+143.1%
SU vs DOCU
+80.0%
+63.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.9% |
| 7D | +3.6% | +6.9% | -3.3% | +3.1% |
| 30D | +7.9% | +19.0% | -11.1% | +6.6% |
| 3M | +3.5% | +34.3% | -30.8% | +1.3% |
| 6M | +19.0% | +48.0% | -29.0% | +15.5% |
| YTD | +55.0% | 0.0% | +54.9% | +54.2% |
| 1Y | +71.2% | -10.3% | +81.5% | +71.4% |
| 3Y | +117.4% | +32.4% | +85.0% | +108.5% |
| 5Y | +335.2% | -77.9% | +413.1% | +352.9% |
| All | +143.1% | +80.0% | +63.1% | +83.2% |
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