+61.0%
T vs DOCU
+91.1%
-30.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +1.9% | -0.1% |
| 7D | +4.3% | -3.2% | +7.5% | +4.3% |
| 30D | -9.7% | +15.7% | -25.4% | -9.5% |
| 3M | -4.3% | +37.3% | -41.6% | -3.8% |
| 6M | -13.7% | +63.1% | -76.8% | -12.8% |
| YTD | -8.0% | +15.4% | -23.3% | -7.3% |
| 1Y | -6.9% | +11.3% | -18.2% | -6.3% |
| All | +61.0% | +91.1% | -30.0% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling