+9.9%
ALB vs DOCU
+104.4%
-94.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | +5.3% | -3.4% | +8.6% | +6.0% |
| 30D | -6.3% | +9.3% | -15.5% | -8.2% |
| 3M | -27.4% | +30.2% | -57.6% | -32.0% |
| 6M | -53.1% | +62.1% | -115.2% | -58.6% |
| YTD | -32.3% | +13.5% | -45.9% | -35.9% |
| 1Y | -7.3% | +11.5% | -18.8% | -12.1% |
| 3Y | -14.9% | +89.5% | -104.4% | -30.4% |
| 5Y | -62.0% | -69.6% | +7.6% | -59.7% |
| All | +9.9% | +104.4% | -94.5% | -17.0% |
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