+62.1%
ALNY vs DOCU
+104.6%
-42.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -0.9% | -4.8% | +3.9% | +0.2% |
| 30D | -32.7% | +9.4% | -42.1% | -34.0% |
| 3M | -28.6% | +29.0% | -57.6% | -32.9% |
| 6M | -46.9% | +62.3% | -109.2% | -52.8% |
| YTD | -60.6% | +13.7% | -74.3% | -62.4% |
| 1Y | -64.6% | +11.5% | -76.2% | -66.2% |
| 3Y | -4.8% | +94.2% | -99.0% | -25.8% |
| 5Y | -14.8% | -71.7% | +56.9% | -1.8% |
| All | +62.1% | +104.6% | -42.5% | +12.9% |
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