-17.1%
AVTR vs DOCU
+91.1%
-108.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.9% |
| 7D | -9.2% | -3.2% | -6.0% | -8.7% |
| 30D | -1.9% | +15.7% | -17.6% | -4.7% |
| 3M | +13.3% | +37.3% | -24.0% | +6.0% |
| 6M | +88.1% | +63.1% | +24.9% | +69.5% |
| YTD | +32.1% | +15.4% | +16.7% | +25.8% |
| 1Y | +30.7% | +11.3% | +19.4% | +25.0% |
| All | -17.1% | +91.1% | -108.2% | -25.5% |
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