+740.6%
AAPL vs DOCU
+80.0%
+660.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.2% | -3.3% |
| 7D | +0.1% | +6.9% | -6.8% | -1.4% |
| 30D | +3.0% | +19.0% | -16.0% | -1.1% |
| 3M | +2.9% | +34.3% | -31.4% | -4.1% |
| 6M | +22.1% | +48.0% | -25.9% | +10.6% |
| YTD | +18.0% | 0.0% | +18.0% | +15.8% |
| 1Y | +33.9% | -10.3% | +44.2% | +33.8% |
| 3Y | +71.2% | +32.4% | +38.8% | +50.1% |
| 5Y | +112.6% | -77.9% | +190.5% | +151.3% |
| All | +740.6% | +80.0% | +660.6% | +503.1% |
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 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