+82.7%
DAL vs DOCU
+111.8%
-29.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +7.1% |
| 7D | +11.1% | -3.7% | +14.8% | +11.7% |
| 30D | +7.7% | +15.0% | -7.2% | +5.3% |
| 3M | -3.5% | +39.9% | -43.4% | -8.9% |
| 6M | +31.3% | +66.2% | -34.8% | +19.9% |
| YTD | +30.0% | +17.7% | +12.3% | +24.6% |
| 1Y | +62.1% | +13.7% | +48.4% | +56.2% |
| 3Y | +176.6% | +95.9% | +80.7% | +142.8% |
| 5Y | +126.2% | -71.7% | +197.8% | +119.4% |
| All | +82.7% | +111.8% | -29.2% | +33.5% |
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 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