+1,821.8%
AVGO vs DOCU
+80.0%
+1,741.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.6% |
| 7D | -3.0% | +6.9% | -9.8% | -4.4% |
| 30D | -14.4% | +19.0% | -33.4% | -17.9% |
| 3M | -14.4% | +34.3% | -48.7% | -20.6% |
| 6M | +13.1% | +48.0% | -34.9% | +2.1% |
| YTD | +3.8% | 0.0% | +3.8% | +1.8% |
| 1Y | +17.8% | -10.3% | +28.0% | +17.7% |
| 3Y | +325.3% | +32.4% | +292.9% | +284.8% |
| 5Y | +689.9% | -77.9% | +767.9% | +806.4% |
| All | +1,821.8% | +80.0% | +1,741.8% | +1,429.9% |
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