+424.0%
ADI vs DOCU
+104.6%
+319.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.4% | +8.5% |
| 7D | -4.4% | -4.8% | +0.4% | -3.5% |
| 30D | -2.8% | +9.4% | -12.2% | -4.6% |
| 3M | +1.5% | +29.0% | -27.5% | -4.0% |
| 6M | -4.7% | +62.3% | -67.0% | -14.9% |
| YTD | +46.8% | +13.7% | +33.2% | +39.8% |
| 1Y | +74.9% | +11.5% | +63.3% | +66.9% |
| 3Y | +147.4% | +94.2% | +53.3% | +102.8% |
| 5Y | +131.9% | -71.7% | +203.7% | +151.0% |
| All | +424.0% | +104.6% | +319.4% | +264.6% |
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