+96.3%
DINO vs DOCU
+18.5%
+77.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | 0.0% |
| 7D | +5.7% | +4.1% | +1.6% | +5.3% |
| 30D | -19.6% | +7.4% | -26.9% | -20.0% |
| 3M | +11.8% | +26.0% | -14.2% | +9.9% |
| 6M | +49.0% | +79.2% | -30.2% | +41.7% |
| YTD | +128.1% | +18.1% | +110.0% | +114.7% |
| 1Y | +96.3% | +20.5% | +75.8% | +83.3% |
| All | +96.3% | +18.5% | +77.8% | +83.3% |
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