+108.6%
ASML vs DOCU
-78.0%
+186.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +3.3% |
| 7D | +1.1% | +6.9% | -5.8% | -0.4% |
| 30D | +2.2% | +19.0% | -16.8% | -2.1% |
| 3M | -2.3% | +34.3% | -36.6% | -9.9% |
| 6M | +23.0% | +48.0% | -25.0% | +9.3% |
| YTD | +61.1% | 0.0% | +61.0% | +57.4% |
| 1Y | +129.1% | -10.3% | +139.4% | +129.0% |
| 3Y | +165.4% | +32.4% | +133.0% | +122.9% |
| All | +108.6% | -78.0% | +186.6% | +133.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling