+23.3%
ABT vs DOCU
+87.9%
-64.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.6% | -3.2% |
| 7D | +3.5% | -5.5% | +9.1% | +3.7% |
| 30D | +12.0% | +12.6% | -0.6% | +11.6% |
| 3M | +2.5% | +36.4% | -33.9% | +1.4% |
| 6M | +29.1% | +66.8% | -37.7% | +27.0% |
| YTD | -10.1% | +13.5% | -23.5% | -10.9% |
| 1Y | -9.8% | +11.3% | -21.1% | -10.6% |
| 3Y | +23.3% | +92.1% | -68.8% | +18.5% |
| All | +23.3% | +87.9% | -64.7% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling