+217.3%
AZN vs DOCU
+110.9%
+106.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -3.9% | -0.9% |
| 7D | -1.9% | -0.4% | -1.4% | -1.8% |
| 30D | +17.1% | +12.9% | +4.2% | +16.2% |
| 3M | +16.8% | +35.1% | -18.2% | +14.5% |
| 6M | +2.0% | +76.2% | -74.2% | -2.1% |
| YTD | +1.9% | +17.2% | -15.2% | +0.4% |
| 1Y | +5.2% | +16.4% | -11.2% | +3.6% |
| 3Y | +54.8% | +95.6% | -40.8% | +43.4% |
| 5Y | +62.4% | -68.5% | +131.0% | +67.7% |
| All | +217.3% | +110.9% | +106.4% | +165.2% |
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