+126.9%
DINO vs DOCU
+111.8%
+15.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.2% | -7.9% | -7.8% |
| 7D | -6.6% | -3.7% | -2.9% | -6.3% |
| 30D | -9.2% | +15.0% | -24.2% | -10.5% |
| 3M | +19.2% | +39.9% | -20.7% | +15.1% |
| 6M | +47.6% | +66.2% | -18.6% | +39.7% |
| YTD | +132.2% | +17.7% | +114.6% | +126.3% |
| 1Y | +102.0% | +13.7% | +88.3% | +97.3% |
| 3Y | +109.7% | +95.9% | +13.7% | +91.3% |
| 5Y | +282.9% | -71.7% | +354.5% | +295.2% |
| All | +126.9% | +111.8% | +15.0% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling