+6.9%
ADBE vs DOCU
+104.6%
-97.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -5.6% | -4.8% | -0.9% | -4.0% |
| 30D | -2.0% | +9.4% | -11.4% | -5.0% |
| 3M | -10.5% | +29.0% | -39.5% | -18.4% |
| 6M | -6.2% | +62.3% | -68.5% | -20.9% |
| YTD | -32.2% | +13.7% | -45.9% | -35.8% |
| 1Y | -27.4% | +11.5% | -39.0% | -31.2% |
| 3Y | -58.9% | +94.2% | -153.1% | -69.6% |
| 5Y | -64.5% | -71.7% | +7.3% | -56.0% |
| All | +6.9% | +104.6% | -97.7% | -41.2% |
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