+519.8%
DELL vs DOCU
-71.9%
+591.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -2.0% | -12.9% | -14.5% |
| 7D | -33.4% | -3.2% | -30.1% | -33.0% |
| 30D | -44.7% | +15.7% | -60.4% | -46.3% |
| 3M | -31.4% | +37.3% | -68.7% | -35.7% |
| 6M | +46.9% | +63.1% | -16.2% | +32.5% |
| YTD | +154.4% | +15.4% | +139.0% | +142.9% |
| 1Y | +110.1% | +11.3% | +98.8% | +101.8% |
| 3Y | +376.4% | +92.1% | +284.3% | +308.6% |
| 5Y | +519.8% | -70.5% | +590.3% | +450.7% |
| All | +519.8% | -71.9% | +591.7% | +450.7% |
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