+172.1%
DELL vs DOCU
+15.8%
+156.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.2% | +8.5% | +11.6% |
| 7D | +0.4% | -0.4% | +0.8% | +0.4% |
| 30D | -35.1% | +12.9% | -48.1% | -35.6% |
| 3M | -15.1% | +35.1% | -50.2% | -17.3% |
| 6M | +51.7% | +76.2% | -24.5% | +44.3% |
| YTD | +200.0% | +17.2% | +182.8% | +193.3% |
| 1Y | +172.1% | +16.4% | +155.7% | +165.1% |
| All | +172.1% | +15.8% | +156.3% | +165.1% |
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