+43.2%
TER vs DOCU
+11.6%
+31.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.2% | -7.0% | -6.7% |
| 7D | -19.9% | -3.7% | -16.2% | -21.2% |
| 30D | -43.5% | +15.0% | -58.5% | -39.8% |
| 3M | -37.8% | +39.9% | -77.7% | -27.3% |
| 6M | -25.6% | +66.2% | -91.7% | -3.4% |
| YTD | +29.8% | +17.7% | +12.1% | +67.3% |
| 1Y | +43.2% | +13.7% | +29.5% | +87.5% |
| All | +43.2% | +11.6% | +31.6% | +87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling