+153.0%
DASH vs DOCU
+33.7%
+119.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.7% | -8.3% | -5.6% |
| 7D | -10.6% | +6.9% | -17.5% | -12.3% |
| 30D | +2.2% | +19.0% | -16.8% | -3.2% |
| 3M | +32.3% | +34.3% | -2.0% | +20.4% |
| 6M | +19.1% | +48.0% | -28.9% | +5.2% |
| YTD | -6.5% | 0.0% | -6.5% | -9.3% |
| 1Y | -14.9% | -10.3% | -4.6% | -15.8% |
| All | +153.0% | +33.7% | +119.4% | +82.1% |
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 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