+74.7%
DAL vs DOCU
+107.7%
-33.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.4% | -4.0% |
| 7D | +4.6% | -3.2% | +7.8% | +5.1% |
| 30D | +2.3% | +15.7% | -13.4% | -0.1% |
| 3M | -8.1% | +37.3% | -45.4% | -13.0% |
| 6M | +21.4% | +63.1% | -41.7% | +11.2% |
| YTD | +24.3% | +15.4% | +8.9% | +19.6% |
| 1Y | +47.4% | +11.3% | +36.1% | +42.5% |
| 3Y | +164.6% | +92.1% | +72.5% | +133.0% |
| 5Y | +100.2% | -70.5% | +170.7% | +94.6% |
| All | +74.7% | +107.7% | -33.0% | +28.1% |
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