+475.0%
DECK vs DOCU
+111.8%
+363.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.8% | +5.9% |
| 7D | +10.4% | -3.7% | +14.1% | +11.2% |
| 30D | +11.1% | +15.0% | -3.9% | +7.8% |
| 3M | -10.8% | +39.9% | -50.7% | -17.1% |
| 6M | -8.7% | +66.2% | -74.9% | -18.6% |
| YTD | -14.0% | +17.7% | -31.7% | -18.5% |
| 1Y | +12.0% | +13.7% | -1.7% | +6.7% |
| 3Y | -10.5% | +95.9% | -106.4% | -26.3% |
| 5Y | +28.5% | -71.7% | +100.2% | +39.4% |
| All | +475.0% | +111.8% | +363.2% | +352.4% |
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