+863.8%
ASML vs DOCU
+80.0%
+783.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +3.3% |
| 7D | +1.1% | +6.9% | -5.8% | -0.5% |
| 30D | +2.2% | +19.0% | -16.8% | -2.4% |
| 3M | -2.3% | +34.3% | -36.6% | -10.3% |
| 6M | +23.0% | +48.0% | -25.0% | +8.7% |
| YTD | +61.1% | 0.0% | +61.0% | +56.4% |
| 1Y | +129.1% | -10.3% | +139.4% | +127.5% |
| 3Y | +165.4% | +32.4% | +133.0% | +124.0% |
| 5Y | +109.5% | -77.9% | +187.4% | +149.9% |
| All | +863.8% | +80.0% | +783.8% | +571.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling