+242.6%
TEAM vs DOCU
+111.8%
+130.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -13.7% | -3.7% | -10.0% | -11.9% |
| 30D | -3.4% | +15.0% | -18.4% | -10.5% |
| 3M | +72.1% | +39.9% | +32.2% | +44.8% |
| 6M | +103.8% | +66.2% | +37.7% | +58.5% |
| YTD | +17.1% | +17.7% | -0.6% | +9.6% |
| 1Y | +15.1% | +13.7% | +1.4% | +9.1% |
| 3Y | +7.3% | +95.9% | -88.6% | -26.5% |
| 5Y | -57.7% | -71.7% | +13.9% | -41.0% |
| All | +242.6% | +111.8% | +130.8% | +99.2% |
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