+30.5%
AAPL vs DOCU
+10.8%
+19.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +3.7% | -4.8% | +8.4% | +4.1% |
| 30D | +4.2% | +9.4% | -5.2% | +3.3% |
| 3M | +12.0% | +29.0% | -17.0% | +9.1% |
| 6M | +19.8% | +62.3% | -42.5% | +13.3% |
| YTD | +29.3% | +13.7% | +15.7% | +24.0% |
| All | +30.5% | +10.8% | +19.7% | +25.3% |
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