+180.3%
DAL vs DOCU
+94.9%
+85.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +7.1% |
| 7D | +11.1% | -3.7% | +14.8% | +11.9% |
| 30D | +7.7% | +15.0% | -7.2% | +4.4% |
| 3M | -3.5% | +39.9% | -43.4% | -11.0% |
| 6M | +31.3% | +66.2% | -34.8% | +15.2% |
| YTD | +30.0% | +17.7% | +12.3% | +23.9% |
| 1Y | +62.1% | +13.7% | +48.4% | +55.7% |
| All | +180.3% | +94.9% | +85.3% | +118.3% |
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