+446.2%
APP vs DOCU
-65.5%
+511.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.0% | +33.0% | +32.0% |
| 7D | +39.7% | -3.2% | +42.9% | +41.5% |
| 30D | +27.7% | +15.7% | +12.1% | +18.0% |
| 3M | -14.8% | +37.3% | -52.0% | -28.4% |
| 6M | -25.5% | +63.1% | -88.6% | -43.7% |
| YTD | -47.2% | +15.4% | -62.5% | -52.7% |
| 1Y | -42.3% | +11.3% | -53.6% | -47.5% |
| 3Y | +806.8% | +92.1% | +714.7% | +473.1% |
| 5Y | +261.6% | -70.5% | +332.1% | +300.7% |
| All | +446.2% | -65.5% | +511.7% | +418.0% |
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