+380.9%
ADI vs DOCU
+80.0%
+300.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.9% |
| 7D | +0.4% | +6.9% | -6.5% | -0.9% |
| 30D | -3.8% | +19.0% | -22.8% | -7.3% |
| 3M | -15.3% | +34.3% | -49.6% | -20.8% |
| 6M | +6.7% | +48.0% | -41.3% | -3.3% |
| YTD | +34.8% | 0.0% | +34.8% | +32.1% |
| 1Y | +49.0% | -10.3% | +59.3% | +48.8% |
| 3Y | +108.1% | +32.4% | +75.7% | +85.0% |
| 5Y | +142.4% | -77.9% | +220.4% | +176.2% |
| All | +380.9% | +80.0% | +300.9% | +244.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling