+439.3%
ADI vs DOCU
+111.8%
+327.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | -5.1% | -3.7% | -1.4% | -4.5% |
| 30D | -3.1% | +15.0% | -18.0% | -5.8% |
| 3M | +7.1% | +39.9% | -32.8% | -0.3% |
| 6M | +2.9% | +66.2% | -63.2% | -8.6% |
| YTD | +51.1% | +17.7% | +33.4% | +42.9% |
| 1Y | +79.3% | +13.7% | +65.6% | +70.5% |
| 3Y | +153.5% | +95.9% | +57.6% | +107.5% |
| 5Y | +144.4% | -71.7% | +216.0% | +164.2% |
| All | +439.3% | +111.8% | +327.5% | +272.7% |
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