+116.4%
DINO vs DOCU
+104.6%
+11.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -10.7% | -4.8% | -5.9% | -10.2% |
| 30D | -17.8% | +9.4% | -27.1% | -18.5% |
| 3M | +23.3% | +29.0% | -5.7% | +20.1% |
| 6M | +39.6% | +62.3% | -22.8% | +32.4% |
| YTD | +121.6% | +13.7% | +107.9% | +116.7% |
| 1Y | +88.2% | +11.5% | +76.7% | +84.3% |
| 3Y | +114.4% | +94.2% | +20.2% | +95.9% |
| 5Y | +248.7% | -71.7% | +320.4% | +260.2% |
| All | +116.4% | +104.6% | +11.8% | +36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling