+391.7%
APP vs DOCU
-70.1%
+461.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.7% | -1.5% | +0.4% |
| 7D | +0.9% | +6.9% | -6.0% | -2.5% |
| 30D | -23.3% | +19.0% | -42.3% | -30.1% |
| 3M | -42.6% | +34.3% | -76.9% | -51.4% |
| 6M | -33.6% | +48.0% | -81.6% | -47.0% |
| YTD | -52.4% | 0.0% | -52.4% | -53.8% |
| 1Y | -35.9% | -10.3% | -25.6% | -35.4% |
| 3Y | +642.2% | +32.4% | +609.8% | +473.6% |
| 5Y | +311.1% | -77.9% | +389.0% | +422.9% |
| All | +391.7% | -70.1% | +461.8% | +406.0% |
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