+552.2%
DELL vs DOCU
-71.0%
+623.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.3% | +4.0% |
| 7D | -22.6% | -5.5% | -17.0% | -21.8% |
| 30D | -43.2% | +12.6% | -55.8% | -44.5% |
| 3M | -24.8% | +36.4% | -61.2% | -29.5% |
| 6M | +38.0% | +66.8% | -28.8% | +23.9% |
| YTD | +163.7% | +13.5% | +150.3% | +152.5% |
| 1Y | +122.5% | +11.3% | +111.2% | +113.6% |
| 3Y | +377.0% | +92.1% | +284.9% | +309.0% |
| All | +552.2% | -71.0% | +623.2% | +482.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling