+818.2%
AAPL vs DOCU
+111.8%
+706.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.3% |
| 7D | +1.7% | -3.7% | +5.4% | +2.5% |
| 30D | +5.0% | +15.0% | -10.0% | +1.8% |
| 3M | +13.1% | +39.9% | -26.8% | +4.5% |
| 6M | +26.5% | +66.2% | -39.7% | +11.9% |
| YTD | +28.9% | +17.7% | +11.2% | +21.8% |
| 1Y | +29.9% | +13.7% | +16.2% | +23.4% |
| 3Y | +100.5% | +95.9% | +4.6% | +60.9% |
| 5Y | +137.4% | -71.7% | +209.0% | +164.7% |
| All | +818.2% | +111.8% | +706.3% | +534.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling