+140.3%
ASML vs DOCU
+94.9%
+45.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | -10.0% | -3.7% | -6.3% | -9.8% |
| 30D | -19.4% | +15.0% | -34.4% | -20.3% |
| 3M | -12.5% | +39.9% | -52.4% | -15.2% |
| 6M | +8.2% | +66.2% | -57.9% | +2.4% |
| YTD | +40.7% | +17.7% | +23.0% | +40.7% |
| 1Y | +46.1% | +13.7% | +32.5% | +46.9% |
| All | +140.3% | +94.9% | +45.4% | +95.5% |
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 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