+339.6%
DELL vs DOCU
-19.0%
+358.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.7% | +2.3% |
| 7D | +25.6% | +0.7% | +24.9% | +25.5% |
| 30D | +17.7% | +8.0% | +9.7% | +16.9% |
| 3M | +33.4% | +41.0% | -7.6% | +26.7% |
| 6M | +266.2% | +33.7% | +232.5% | +256.5% |
| YTD | +328.0% | -4.9% | +332.9% | +317.7% |
| 1Y | +339.6% | -20.4% | +360.0% | +311.8% |
| All | +339.6% | -19.0% | +358.6% | +311.8% |
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