+128.2%
C vs DOCU
+107.7%
+20.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.0% | -3.1% | -4.8% |
| 7D | -5.3% | -3.2% | -2.1% | -4.9% |
| 30D | -7.3% | +15.7% | -23.0% | -9.2% |
| 3M | -13.5% | +37.3% | -50.7% | -17.5% |
| 6M | -6.5% | +63.1% | -69.6% | -13.5% |
| YTD | +3.6% | +15.4% | -11.8% | +0.1% |
| 1Y | +18.9% | +11.3% | +7.6% | +15.4% |
| 3Y | +205.0% | +92.1% | +112.9% | +168.4% |
| 5Y | +109.4% | -70.5% | +179.9% | +113.6% |
| All | +128.2% | +107.7% | +20.5% | +43.5% |
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 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