+663.5%
ASML vs DOCU
+107.7%
+555.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.4% | -8.9% |
| 7D | -19.0% | -3.2% | -15.8% | -18.4% |
| 30D | -25.9% | +15.7% | -41.6% | -28.6% |
| 3M | -19.1% | +37.3% | -56.3% | -25.7% |
| 6M | -5.7% | +63.1% | -68.9% | -18.5% |
| YTD | +27.6% | +15.4% | +12.2% | +19.0% |
| 1Y | +30.8% | +11.3% | +19.5% | +22.8% |
| 3Y | +116.2% | +92.1% | +24.2% | +64.3% |
| 5Y | +67.7% | -70.5% | +138.2% | +85.0% |
| All | +663.5% | +107.7% | +555.8% | +410.5% |
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