+821.3%
AAPL vs DOCU
+104.6%
+716.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +3.7% | -4.8% | +8.4% | +4.7% |
| 30D | +4.2% | +9.4% | -5.2% | +2.1% |
| 3M | +12.0% | +29.0% | -17.0% | +5.4% |
| 6M | +19.8% | +62.3% | -42.5% | +6.5% |
| YTD | +29.3% | +13.7% | +15.7% | +23.1% |
| 1Y | +31.1% | +11.5% | +19.6% | +25.0% |
| 3Y | +94.9% | +94.2% | +0.7% | +56.6% |
| 5Y | +138.1% | -71.7% | +209.8% | +165.4% |
| All | +821.3% | +104.6% | +716.7% | +541.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling