+252.0%
DINO vs DOCU
-71.9%
+323.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.0% | -4.5% | -6.3% |
| 7D | -12.6% | -3.2% | -9.4% | -12.3% |
| 30D | -14.7% | +15.7% | -30.4% | -16.0% |
| 3M | +18.6% | +37.3% | -18.7% | +14.5% |
| 6M | +33.0% | +63.1% | -30.2% | +25.7% |
| YTD | +117.1% | +15.4% | +101.8% | +111.7% |
| 1Y | +90.5% | +11.3% | +79.2% | +86.2% |
| 3Y | +96.0% | +92.1% | +4.0% | +78.2% |
| 5Y | +252.0% | -70.5% | +322.5% | +264.1% |
| All | +252.0% | -71.9% | +323.9% | +264.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling