+26.0%
V vs DOCU
+12.2%
+13.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +0.8% | -3.4% | +4.2% | +1.2% |
| 30D | +9.9% | +9.3% | +0.7% | +8.7% |
| 3M | +17.5% | +30.2% | -12.7% | +13.5% |
| 6M | +33.5% | +62.1% | -28.7% | +24.5% |
| YTD | +21.6% | +13.5% | +8.0% | +18.7% |
| All | +26.0% | +12.2% | +13.8% | +23.1% |
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