+31.5%
ABNB vs DOCU
-64.2%
+95.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +11.2% | -4.8% | +16.0% | +13.0% |
| 30D | +14.7% | +9.4% | +5.3% | +11.1% |
| 3M | +6.9% | +29.0% | -22.2% | -2.9% |
| 6M | +34.5% | +62.3% | -27.8% | +12.5% |
| YTD | +40.2% | +13.7% | +26.5% | +30.7% |
| 1Y | +57.4% | +11.5% | +45.9% | +47.2% |
| 3Y | +64.7% | +94.2% | -29.5% | +16.8% |
| 5Y | -2.3% | -71.7% | +69.5% | +6.3% |
| All | +31.5% | -64.2% | +95.7% | +26.6% |
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