+62.1%
ALNY vs DOCU
+110.9%
-48.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | 0.0% | +1.6% | -1.6% | -0.3% |
| 30D | -30.0% | +10.8% | -40.9% | -31.5% |
| 3M | -30.1% | +38.0% | -68.0% | -35.3% |
| 6M | -46.4% | +77.4% | -123.8% | -53.3% |
| YTD | -60.6% | +17.2% | -77.8% | -62.6% |
| 1Y | -65.4% | +15.6% | -81.0% | -67.2% |
| 3Y | -3.2% | +95.6% | -98.8% | -24.6% |
| 5Y | -8.3% | -69.7% | +61.4% | +3.8% |
| All | +62.1% | +110.9% | -48.8% | +12.2% |
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