+182.6%
ABBV vs DOCU
-78.0%
+260.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.5% |
| 7D | +0.4% | +6.9% | -6.5% | +0.3% |
| 30D | +4.2% | +19.0% | -14.8% | +3.9% |
| 3M | +14.8% | +34.3% | -19.5% | +14.4% |
| 6M | +10.3% | +48.0% | -37.7% | +9.7% |
| YTD | +14.9% | 0.0% | +14.9% | +15.0% |
| 1Y | +24.1% | -10.3% | +34.4% | +24.3% |
| 3Y | +91.9% | +32.4% | +59.5% | +90.4% |
| All | +182.6% | -78.0% | +260.6% | +175.3% |
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 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