+29.1%
ABNB vs DOCU
-62.8%
+91.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.4% | +2.9% |
| 7D | -1.7% | +4.1% | -5.7% | -3.0% |
| 30D | +11.8% | +7.4% | +4.5% | +9.0% |
| 3M | +0.9% | +26.0% | -25.1% | -7.5% |
| 6M | +40.5% | +79.2% | -38.7% | +13.6% |
| YTD | +37.6% | +18.1% | +19.6% | +26.7% |
| 1Y | +54.1% | +20.5% | +33.6% | +40.4% |
| 3Y | +56.8% | +96.4% | -39.6% | +10.8% |
| 5Y | -9.6% | -69.5% | +59.9% | -3.8% |
| All | +29.1% | -62.8% | +91.9% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling