+63.6%
DAL vs DOCU
+80.0%
-16.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.2% |
| 7D | +0.1% | +6.9% | -6.8% | -0.9% |
| 30D | -13.9% | +19.0% | -32.9% | -16.5% |
| 3M | +1.1% | +34.3% | -33.2% | -4.1% |
| 6M | +26.2% | +48.0% | -21.8% | +17.2% |
| YTD | +16.4% | 0.0% | +16.4% | +14.8% |
| 1Y | +33.9% | -10.3% | +44.1% | +34.0% |
| 3Y | +93.4% | +32.4% | +61.0% | +79.9% |
| 5Y | +106.4% | -77.9% | +184.3% | +106.4% |
| All | +63.6% | +80.0% | -16.4% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling