+2,731.1%
DELL vs DOCU
+80.0%
+2,651.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +0.8% |
| 7D | +14.9% | +6.9% | +8.0% | +13.6% |
| 30D | +13.3% | +19.0% | -5.7% | +9.5% |
| 3M | +24.4% | +34.3% | -9.9% | +16.6% |
| 6M | +258.0% | +48.0% | +210.0% | +228.9% |
| YTD | +320.2% | 0.0% | +320.2% | +313.5% |
| 1Y | +319.1% | -10.3% | +329.3% | +318.3% |
| 3Y | +706.5% | +32.4% | +674.1% | +637.0% |
| 5Y | +1,071.9% | -77.9% | +1,149.8% | +1,198.3% |
| All | +2,731.1% | +80.0% | +2,651.1% | +1,959.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling