+32.8%
ALNY vs DOCU
+33.7%
-0.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.2% |
| 7D | +12.2% | +6.9% | +5.3% | +11.4% |
| 30D | +16.3% | +19.0% | -2.6% | +14.1% |
| 3M | -12.4% | +34.3% | -46.7% | -14.6% |
| 6M | -18.7% | +48.0% | -66.7% | -21.7% |
| YTD | -33.1% | 0.0% | -33.1% | -33.2% |
| 1Y | -41.3% | -10.3% | -31.1% | -41.0% |
| All | +32.8% | +33.7% | -0.8% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling