+453.8%
DE vs DOCU
+112.5%
+341.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.8% |
| 7D | +0.3% | +4.1% | -3.8% | -0.1% |
| 30D | +3.6% | +7.4% | -3.8% | +2.9% |
| 3M | +10.2% | +26.0% | -15.8% | +7.8% |
| 6M | +16.6% | +79.2% | -62.6% | +9.9% |
| YTD | +45.8% | +18.1% | +27.7% | +42.5% |
| 1Y | +43.9% | +20.5% | +23.4% | +40.2% |
| 3Y | +89.6% | +96.4% | -6.8% | +72.0% |
| 5Y | +100.3% | -69.5% | +169.8% | +106.4% |
| All | +453.8% | +112.5% | +341.3% | +300.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling