+163.9%
C vs DOCU
+80.0%
+83.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.8% |
| 7D | +3.6% | +6.9% | -3.3% | +2.7% |
| 30D | +0.1% | +19.0% | -18.9% | -2.5% |
| 3M | +2.4% | +34.3% | -31.9% | -2.3% |
| 6M | +24.9% | +48.0% | -23.1% | +17.0% |
| YTD | +19.8% | 0.0% | +19.8% | +18.3% |
| 1Y | +44.9% | -10.3% | +55.1% | +44.8% |
| 3Y | +263.0% | +32.4% | +230.6% | +236.5% |
| 5Y | +129.5% | -77.9% | +207.5% | +142.9% |
| All | +163.9% | +80.0% | +83.8% | +69.6% |
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