+15.2%
U vs DOCU
+11.4%
+3.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -2.0% | +16.9% | +15.9% |
| 7D | +24.3% | -3.2% | +27.5% | +26.0% |
| 30D | +8.6% | +15.7% | -7.1% | 0.0% |
| 3M | +37.6% | +37.3% | +0.3% | +13.4% |
| 6M | +78.5% | +63.1% | +15.4% | +28.6% |
| YTD | +10.5% | +15.4% | -4.9% | -8.8% |
| 1Y | +15.2% | +11.3% | +3.9% | -4.3% |
| All | +15.2% | +11.4% | +3.8% | -4.3% |
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