+77.0%
XYZ vs DOCU
+94.9%
-18.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.2% | +15.1% | +15.2% |
| 7D | +16.5% | -3.7% | +20.2% | +18.3% |
| 30D | +15.0% | +15.0% | 0.0% | +8.2% |
| 3M | +3.5% | +39.9% | -36.4% | -11.0% |
| 6M | +21.9% | +66.2% | -44.3% | -3.8% |
| YTD | +34.6% | +17.7% | +16.9% | +22.0% |
| 1Y | +20.7% | +13.7% | +7.1% | +10.8% |
| All | +77.0% | +94.9% | -18.0% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling