+75.7%
CART vs DOCU
+86.3%
-10.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +1.4% | -3.7% | +5.1% | +2.2% |
| 30D | +29.7% | +15.0% | +14.7% | +25.8% |
| 3M | +29.7% | +39.9% | -10.2% | +20.4% |
| 6M | +36.8% | +66.2% | -29.4% | +22.1% |
| YTD | +31.7% | +17.7% | +14.0% | +23.5% |
| 1Y | +62.4% | +13.7% | +48.7% | +52.8% |
| 3Y | +120.1% | +95.9% | +24.2% | +52.5% |
| All | +75.7% | +86.3% | -10.6% | +19.0% |
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