+303.6%
DINO vs DOCU
-78.0%
+381.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.1% |
| 7D | +5.7% | +6.9% | -1.2% | +5.0% |
| 30D | +27.8% | +19.0% | +8.8% | +25.4% |
| 3M | +45.6% | +34.3% | +11.3% | +40.7% |
| 6M | +88.5% | +48.0% | +40.5% | +79.8% |
| YTD | +134.1% | 0.0% | +134.1% | +131.8% |
| 1Y | +111.1% | -10.3% | +121.4% | +110.8% |
| 3Y | +109.1% | +32.4% | +76.7% | +97.4% |
| All | +303.6% | -78.0% | +381.6% | +320.7% |
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 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