+1,468.3%
AVGO vs DOCU
+107.7%
+1,360.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -2.0% | -8.5% | -10.0% |
| 7D | -15.5% | -3.2% | -12.3% | -14.9% |
| 30D | -22.4% | +15.7% | -38.1% | -25.0% |
| 3M | -30.2% | +37.3% | -67.5% | -35.4% |
| 6M | -31.6% | +63.1% | -94.7% | -39.6% |
| YTD | -15.3% | +15.4% | -30.7% | -19.9% |
| 1Y | -18.2% | +11.3% | -29.5% | -22.1% |
| 3Y | +241.2% | +92.1% | +149.1% | +184.6% |
| 5Y | +469.8% | -70.5% | +540.3% | +513.0% |
| All | +1,468.3% | +107.7% | +1,360.6% | +1,103.9% |
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