+9.3%
XYZ vs DOCU
-9.0%
+18.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -2.2% |
| 7D | -1.0% | +6.9% | -7.9% | -3.6% |
| 30D | -1.7% | +19.0% | -20.7% | -8.6% |
| 3M | +16.7% | +34.3% | -17.6% | +2.4% |
| 6M | +26.9% | +48.0% | -21.2% | +5.8% |
| YTD | +27.1% | 0.0% | +27.1% | +22.2% |
| 1Y | +9.3% | -10.3% | +19.5% | +8.4% |
| All | +9.3% | -9.0% | +18.3% | +8.4% |
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