+58.2%
DIA vs DOCU
+91.1%
-32.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.6% | -3.3% |
| 7D | -1.6% | -3.2% | +1.6% | -1.3% |
| 30D | 0.0% | +15.7% | -15.7% | -1.4% |
| 3M | -4.9% | +37.3% | -42.2% | -8.0% |
| 6M | +5.0% | +63.1% | -58.1% | -0.5% |
| YTD | +8.2% | +15.4% | -7.2% | +6.3% |
| 1Y | +10.3% | +11.3% | -1.0% | +8.7% |
| All | +58.2% | +91.1% | -32.9% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling