+95.4%
CAT vs DOCU
-9.0%
+104.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +2.5% |
| 7D | +1.7% | +6.9% | -5.2% | +3.1% |
| 30D | -6.6% | +19.0% | -25.6% | -2.8% |
| 3M | -13.3% | +34.3% | -47.6% | -6.2% |
| 6M | +11.6% | +48.0% | -36.4% | +22.8% |
| YTD | +42.9% | 0.0% | +42.9% | +55.7% |
| 1Y | +95.4% | -10.3% | +105.7% | +114.7% |
| All | +95.4% | -9.0% | +104.5% | +114.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling