-35.2%
BABA vs DOCU
+107.7%
-142.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +3.1% |
| 7D | +8.6% | -3.2% | +11.8% | +9.4% |
| 30D | -1.1% | +15.7% | -16.8% | -4.6% |
| 3M | -15.9% | +37.3% | -53.2% | -22.7% |
| 6M | -17.5% | +63.1% | -80.7% | -27.9% |
| YTD | -25.6% | +15.4% | -41.0% | -30.0% |
| 1Y | -33.8% | +11.3% | -45.1% | -37.4% |
| 3Y | +34.6% | +92.1% | -57.5% | +3.1% |
| 5Y | -27.7% | -70.5% | +42.8% | -20.0% |
| All | -35.2% | +107.7% | -142.9% | -54.4% |
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