+96.5%
DINO vs DOCU
+87.9%
+8.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | -15.5% | -5.5% | -9.9% | -14.9% |
| 30D | -16.0% | +12.6% | -28.6% | -17.1% |
| 3M | +17.9% | +36.4% | -18.5% | +13.6% |
| 6M | +38.5% | +66.8% | -28.3% | +29.8% |
| YTD | +115.8% | +13.5% | +102.4% | +110.4% |
| 1Y | +87.1% | +11.3% | +75.8% | +82.6% |
| 3Y | +96.5% | +92.1% | +4.5% | +64.7% |
| All | +96.5% | +87.9% | +8.6% | +64.7% |
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