+69.6%
ADI vs DOCU
+18.5%
+51.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.5% | -2.7% |
| 7D | +9.5% | +4.1% | +5.4% | +10.0% |
| 30D | -1.4% | +7.4% | -8.7% | -0.6% |
| 3M | +4.7% | +26.0% | -21.3% | +7.8% |
| 6M | -7.4% | +79.2% | -86.6% | -0.5% |
| YTD | +48.1% | +18.1% | +30.0% | +66.5% |
| 1Y | +69.6% | +20.5% | +49.1% | +89.8% |
| All | +69.6% | +18.5% | +51.1% | +89.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling