+113.1%
ADI vs DOCU
-71.9%
+185.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -2.0% | -9.2% | -10.8% |
| 7D | -16.7% | -3.2% | -13.5% | -16.2% |
| 30D | -14.2% | +15.7% | -29.8% | -16.5% |
| 3M | -4.1% | +37.3% | -41.4% | -10.2% |
| 6M | -10.3% | +63.1% | -73.4% | -19.7% |
| YTD | +34.3% | +15.4% | +18.9% | +28.3% |
| 1Y | +54.9% | +11.3% | +43.6% | +48.9% |
| 3Y | +125.3% | +92.1% | +33.2% | +85.4% |
| 5Y | +113.1% | -70.5% | +183.6% | +100.1% |
| All | +113.1% | -71.9% | +185.0% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling