+143.3%
DELL vs DOCU
+11.6%
+131.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -9.0% | -8.8% |
| 7D | -24.6% | -3.7% | -20.9% | -24.5% |
| 30D | -32.5% | +15.0% | -47.4% | -33.1% |
| 3M | -20.2% | +39.9% | -60.1% | -22.6% |
| 6M | +76.5% | +66.2% | +10.3% | +68.0% |
| YTD | +198.9% | +17.7% | +181.2% | +191.7% |
| 1Y | +143.3% | +13.7% | +129.6% | +141.5% |
| All | +143.3% | +11.6% | +131.7% | +141.5% |
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