-9.4%
DASH vs DOCU
-71.9%
+62.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.0% | -7.4% | -8.5% |
| 7D | +0.5% | -3.2% | +3.7% | +2.1% |
| 30D | -7.1% | +15.7% | -22.8% | -13.6% |
| 3M | -13.2% | +37.3% | -50.5% | -26.6% |
| 6M | +8.3% | +63.1% | -54.8% | -16.9% |
| YTD | -20.6% | +15.4% | -35.9% | -28.8% |
| 1Y | -24.4% | +11.3% | -35.7% | -31.2% |
| 3Y | +94.5% | +92.1% | +2.5% | +12.5% |
| 5Y | -9.4% | -70.5% | +61.1% | -2.9% |
| All | -9.4% | -71.9% | +62.4% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling