+7.4%
DASH vs DOCU
-78.0%
+85.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.7% | -8.3% | -6.4% |
| 7D | -10.6% | +6.9% | -17.5% | -13.5% |
| 30D | +2.2% | +19.0% | -16.8% | -6.9% |
| 3M | +32.3% | +34.3% | -2.0% | +12.6% |
| 6M | +19.1% | +48.0% | -28.9% | -3.9% |
| YTD | -6.5% | 0.0% | -6.5% | -9.6% |
| 1Y | -14.9% | -10.3% | -4.6% | -14.4% |
| 3Y | +151.9% | +32.4% | +119.5% | +79.7% |
| All | +7.4% | -78.0% | +85.4% | +35.9% |
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