+56.9%
ALNY vs DOCU
+104.4%
-47.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.1% |
| 7D | -5.2% | -3.4% | -1.8% | -4.4% |
| 30D | -34.8% | +9.3% | -44.1% | -36.1% |
| 3M | -30.1% | +30.2% | -60.3% | -34.5% |
| 6M | -48.6% | +62.1% | -110.7% | -54.3% |
| YTD | -61.9% | +13.5% | -75.4% | -63.6% |
| 1Y | -65.7% | +11.5% | -77.2% | -67.2% |
| 3Y | -6.3% | +89.5% | -95.8% | -26.5% |
| 5Y | -14.0% | -69.6% | +55.7% | -2.9% |
| All | +56.9% | +104.4% | -47.4% | +9.4% |
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