+232.5%
ALL vs DOCU
+111.8%
+120.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | +7.5% | -3.7% | +11.2% | +7.8% |
| 30D | +19.7% | +15.0% | +4.8% | +18.5% |
| 3M | +2.9% | +39.9% | -37.0% | +0.3% |
| 6M | +23.5% | +66.2% | -42.6% | +18.6% |
| YTD | +31.1% | +17.7% | +13.5% | +28.8% |
| 1Y | +40.5% | +13.7% | +26.8% | +38.2% |
| 3Y | +117.1% | +95.9% | +21.2% | +102.1% |
| 5Y | +158.6% | -71.7% | +230.3% | +164.3% |
| All | +232.5% | +111.8% | +120.7% | +148.5% |
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 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