+46.1%
DE vs DOCU
+11.6%
+34.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +5.6% | -3.7% | +9.3% | +5.3% |
| 30D | -0.8% | +15.0% | -15.8% | +0.4% |
| 3M | +9.8% | +39.9% | -30.1% | +13.6% |
| 6M | +17.5% | +66.2% | -48.6% | +25.0% |
| YTD | +46.5% | +17.7% | +28.8% | +56.4% |
| 1Y | +46.1% | +13.7% | +32.4% | +57.2% |
| All | +46.1% | +11.6% | +34.5% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling