+11.1%
ADBE vs DOCU
+107.7%
-96.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.1% | -0.1% |
| 7D | -0.7% | -3.2% | +2.5% | +0.5% |
| 30D | +3.5% | +15.7% | -12.2% | -1.6% |
| 3M | -5.0% | +37.3% | -42.2% | -15.2% |
| 6M | -3.6% | +63.1% | -66.7% | -18.8% |
| YTD | -29.6% | +15.4% | -45.0% | -33.7% |
| 1Y | -26.6% | +11.3% | -37.9% | -30.3% |
| 3Y | -56.3% | +92.1% | -148.3% | -67.5% |
| 5Y | -62.8% | -70.5% | +7.7% | -54.6% |
| All | +11.1% | +107.7% | -96.6% | -39.3% |
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