+1,708.6%
DELL vs DOCU
+104.4%
+1,604.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -18.1% | -3.4% | -14.8% | -17.6% |
| 30D | -42.9% | +9.3% | -52.1% | -43.9% |
| 3M | -26.9% | +30.2% | -57.1% | -30.8% |
| 6M | +28.8% | +62.1% | -33.4% | +16.5% |
| YTD | +168.4% | +13.5% | +154.9% | +157.0% |
| 1Y | +136.8% | +11.5% | +125.3% | +127.2% |
| 3Y | +375.3% | +89.5% | +285.8% | +306.9% |
| 5Y | +551.0% | -69.6% | +620.6% | +579.6% |
| All | +1,708.6% | +104.4% | +1,604.3% | +1,179.6% |
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 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