+70.8%
ALNY vs DOCU
+112.5%
-41.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.2% |
| 7D | +5.8% | +4.1% | +1.8% | +4.9% |
| 30D | -26.5% | +7.4% | -33.8% | -27.5% |
| 3M | -27.3% | +26.0% | -53.3% | -31.3% |
| 6M | -43.4% | +79.2% | -122.6% | -50.8% |
| YTD | -58.5% | +18.1% | -76.6% | -60.7% |
| 1Y | -63.6% | +20.5% | -84.2% | -65.8% |
| 3Y | 0.0% | +96.4% | -96.4% | -22.1% |
| 5Y | -3.4% | -69.5% | +66.1% | +9.2% |
| All | +70.8% | +112.5% | -41.7% | +18.0% |
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