+1,479.9%
AVGO vs DOCU
+104.2%
+1,375.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.1% |
| 7D | -9.9% | -5.5% | -4.4% | -8.8% |
| 30D | -22.0% | +12.6% | -34.6% | -24.1% |
| 3M | -30.0% | +36.4% | -66.4% | -35.2% |
| 6M | -30.7% | +66.8% | -97.5% | -39.2% |
| YTD | -14.7% | +13.5% | -28.1% | -19.0% |
| 1Y | -16.8% | +11.3% | -28.1% | -20.8% |
| 3Y | +244.4% | +92.1% | +152.4% | +187.4% |
| 5Y | +474.0% | -71.0% | +545.0% | +519.8% |
| All | +1,479.9% | +104.2% | +1,375.6% | +1,117.1% |
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