+74.4%
DE vs DOCU
+33.7%
+40.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.3% |
| 7D | +10.0% | +6.9% | +3.1% | +9.6% |
| 30D | +13.3% | +19.0% | -5.7% | +12.2% |
| 3M | +17.5% | +34.3% | -16.8% | +15.5% |
| 6M | +13.6% | +48.0% | -34.4% | +10.4% |
| YTD | +49.8% | 0.0% | +49.8% | +51.4% |
| 1Y | +47.9% | -10.3% | +58.1% | +51.0% |
| All | +74.4% | +33.7% | +40.7% | +58.6% |
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