+804.2%
AAPL vs DOCU
+107.7%
+696.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.4% | -1.1% |
| 7D | -1.4% | -3.2% | +1.9% | -0.7% |
| 30D | +3.2% | +15.7% | -12.5% | -0.1% |
| 3M | +10.8% | +37.3% | -26.5% | +2.8% |
| 6M | +21.3% | +63.1% | -41.8% | +7.8% |
| YTD | +26.9% | +15.4% | +11.6% | +20.4% |
| 1Y | +27.9% | +11.3% | +16.6% | +22.0% |
| 3Y | +97.5% | +92.1% | +5.4% | +59.1% |
| 5Y | +132.9% | -70.5% | +203.4% | +157.0% |
| All | +804.2% | +107.7% | +696.5% | +527.2% |
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