+71.5%
CART vs DOCU
+82.7%
-11.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.5% | -2.0% |
| 7D | +1.2% | -3.2% | +4.4% | +1.9% |
| 30D | +27.1% | +15.7% | +11.4% | +23.1% |
| 3M | +27.4% | +37.3% | -9.8% | +18.8% |
| 6M | +32.1% | +63.1% | -31.0% | +18.4% |
| YTD | +28.5% | +15.4% | +13.1% | +21.1% |
| 1Y | +58.8% | +11.3% | +47.5% | +50.2% |
| 3Y | +114.8% | +92.1% | +22.7% | +49.5% |
| All | +71.5% | +82.7% | -11.2% | +16.7% |
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