+14.9%
DIA vs DOCU
+11.6%
+3.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +1.6% | -3.7% | +5.3% | +1.7% |
| 30D | +4.1% | +15.0% | -10.8% | +3.7% |
| 3M | -1.0% | +39.9% | -40.9% | -2.1% |
| 6M | +9.7% | +66.2% | -56.5% | +7.7% |
| YTD | +12.2% | +17.7% | -5.5% | +12.4% |
| 1Y | +14.9% | +13.7% | +1.2% | +15.6% |
| All | +14.9% | +11.6% | +3.3% | +15.6% |
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