+215.4%
AZN vs DOCU
+110.9%
+104.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.3% | +1.6% | -2.9% | -1.4% |
| 30D | +18.3% | +10.8% | +7.5% | +17.6% |
| 3M | +16.3% | +38.0% | -21.6% | +13.8% |
| 6M | -0.1% | +77.4% | -77.5% | -4.1% |
| YTD | +1.3% | +17.2% | -15.9% | -0.2% |
| 1Y | +6.2% | +15.6% | -9.3% | +4.7% |
| 3Y | +53.9% | +95.6% | -41.7% | +42.6% |
| 5Y | +72.8% | -69.7% | +142.5% | +79.2% |
| All | +215.4% | +110.9% | +104.5% | +163.6% |
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