+276.6%
AVGO vs DOCU
+96.5%
+180.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.2% | +0.8% | +3.2% |
| 7D | +6.1% | -0.4% | +6.5% | +6.2% |
| 30D | -2.7% | +12.9% | -15.6% | -5.7% |
| 3M | -16.9% | +35.1% | -51.9% | -23.9% |
| 6M | -19.1% | +76.2% | -95.3% | -32.2% |
| YTD | +0.3% | +17.2% | -16.9% | -5.0% |
| 1Y | -1.2% | +16.4% | -17.6% | -6.5% |
| All | +276.6% | +96.5% | +180.1% | +158.1% |
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 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