+6.7%
AVTR vs DOCU
+43.1%
-36.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.5% |
| 7D | -3.6% | -5.5% | +1.9% | -2.5% |
| 30D | +0.8% | +12.6% | -11.9% | -1.7% |
| 3M | +17.4% | +36.4% | -19.0% | +9.7% |
| 6M | +83.5% | +66.8% | +16.7% | +64.0% |
| YTD | +35.0% | +13.5% | +21.5% | +29.4% |
| 1Y | +36.7% | +11.3% | +25.4% | +31.2% |
| 3Y | -15.3% | +92.1% | -107.4% | -29.7% |
| 5Y | -59.5% | -71.0% | +11.5% | -55.6% |
| All | +6.7% | +43.1% | -36.4% | -19.0% |
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