+122.5%
DELL vs DOCU
+10.1%
+112.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.3% | +3.7% |
| 7D | -22.6% | -5.5% | -17.0% | -22.4% |
| 30D | -43.2% | +12.6% | -55.8% | -43.6% |
| 3M | -24.8% | +36.4% | -61.2% | -27.0% |
| 6M | +38.0% | +66.8% | -28.8% | +31.5% |
| YTD | +163.7% | +13.5% | +150.3% | +157.9% |
| 1Y | +122.5% | +11.3% | +111.2% | +119.8% |
| All | +122.5% | +10.1% | +112.5% | +119.8% |
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