+242.1%
TEAM vs DOCU
+80.0%
+162.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.7% | -6.3% | -4.6% |
| 7D | -0.4% | +6.9% | -7.3% | -4.0% |
| 30D | +67.3% | +19.0% | +48.3% | +53.5% |
| 3M | +86.8% | +34.3% | +52.5% | +61.6% |
| 6M | +146.8% | +48.0% | +98.8% | +106.6% |
| YTD | +16.9% | 0.0% | +16.9% | +19.4% |
| 1Y | +12.8% | -10.3% | +23.1% | +20.3% |
| 3Y | -7.3% | +32.4% | -39.7% | -22.5% |
| 5Y | -50.7% | -77.9% | +27.2% | -22.4% |
| All | +242.1% | +80.0% | +162.1% | +117.0% |
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