+112.9%
ABT vs DOCU
+112.5%
+0.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -1.3% | +4.1% | -5.3% | -1.7% |
| 30D | +6.0% | +7.4% | -1.3% | +5.2% |
| 3M | -1.9% | +26.0% | -27.9% | -4.5% |
| 6M | +31.2% | +79.2% | -48.0% | +22.4% |
| YTD | -11.2% | +18.1% | -29.3% | -13.7% |
| 1Y | -14.0% | +20.5% | -34.5% | -16.7% |
| 3Y | +20.7% | +96.4% | -75.7% | +6.2% |
| 5Y | -6.7% | -69.5% | +62.8% | -2.7% |
| All | +112.9% | +112.5% | +0.3% | +56.8% |
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