+742.0%
ASML vs DOCU
+111.8%
+630.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | -10.0% | -3.7% | -6.3% | -9.3% |
| 30D | -19.4% | +15.0% | -34.4% | -22.3% |
| 3M | -12.5% | +39.9% | -52.4% | -20.1% |
| 6M | +8.2% | +66.2% | -57.9% | -6.8% |
| YTD | +40.7% | +17.7% | +23.0% | +30.6% |
| 1Y | +46.1% | +13.7% | +32.5% | +36.5% |
| 3Y | +138.5% | +95.9% | +42.6% | +80.3% |
| 5Y | +84.2% | -71.7% | +155.8% | +105.4% |
| All | +742.0% | +111.8% | +630.2% | +460.3% |
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