+116.8%
ABT vs DOCU
+104.6%
+12.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +0.3% | -4.8% | +5.1% | +0.9% |
| 30D | +11.6% | +9.4% | +2.3% | +10.5% |
| 3M | +3.1% | +29.0% | -25.9% | 0.0% |
| 6M | +32.8% | +62.3% | -29.5% | +25.2% |
| YTD | -9.6% | +13.7% | -23.3% | -11.8% |
| 1Y | -10.4% | +11.5% | -21.9% | -12.5% |
| 3Y | +25.8% | +94.2% | -68.4% | +10.8% |
| 5Y | -3.4% | -71.7% | +68.3% | +1.6% |
| All | +116.8% | +104.6% | +12.2% | +60.3% |
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 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