+132.9%
AAPL vs DOCU
-71.9%
+204.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.4% | -1.2% |
| 7D | -1.4% | -3.2% | +1.9% | -0.8% |
| 30D | +3.2% | +15.7% | -12.5% | +0.3% |
| 3M | +10.8% | +37.3% | -26.5% | +3.7% |
| 6M | +21.3% | +63.1% | -41.8% | +9.2% |
| YTD | +26.9% | +15.4% | +11.6% | +21.3% |
| 1Y | +27.9% | +11.3% | +16.6% | +22.8% |
| 3Y | +97.5% | +92.1% | +5.4% | +63.0% |
| 5Y | +132.9% | -70.5% | +203.4% | +125.0% |
| All | +132.9% | -71.9% | +204.8% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling