+51.5%
CART vs DOCU
+58.4%
-6.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -2.0% |
| 7D | +1.0% | +6.9% | -5.8% | -0.4% |
| 30D | +12.6% | +19.0% | -6.4% | +8.4% |
| 3M | +23.1% | +34.3% | -11.2% | +15.2% |
| 6M | +39.5% | +48.0% | -8.5% | +28.0% |
| YTD | +13.5% | 0.0% | +13.5% | +10.5% |
| 1Y | +14.9% | -10.3% | +25.1% | +13.1% |
| All | +51.5% | +58.4% | -6.8% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling