+25.3%
DIS vs DOCU
+107.7%
-82.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.2% |
| 7D | +5.7% | -3.2% | +8.9% | +6.2% |
| 30D | +12.7% | +15.7% | -3.0% | +10.1% |
| 3M | +15.2% | +37.3% | -22.1% | +9.2% |
| 6M | +17.6% | +63.1% | -45.6% | +8.0% |
| YTD | +3.8% | +15.4% | -11.6% | +0.1% |
| 1Y | +6.8% | +11.3% | -4.5% | +3.4% |
| 3Y | +42.1% | +92.1% | -49.9% | +22.6% |
| 5Y | -31.2% | -70.5% | +39.3% | -31.3% |
| All | +25.3% | +107.7% | -82.4% | +1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling