+325.4%
AVGO vs DOCU
+33.7%
+291.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.8% |
| 7D | -3.0% | +6.9% | -9.8% | -4.8% |
| 30D | -14.4% | +19.0% | -33.4% | -18.7% |
| 3M | -14.4% | +34.3% | -48.7% | -22.1% |
| 6M | +13.1% | +48.0% | -34.9% | -1.0% |
| YTD | +3.8% | 0.0% | +3.8% | +2.9% |
| 1Y | +17.8% | -10.3% | +28.0% | +20.0% |
| All | +325.4% | +33.7% | +291.8% | +249.1% |
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