+6.8%
DIS vs DOCU
+11.4%
-4.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.3% |
| 7D | +5.7% | -3.2% | +8.9% | +6.0% |
| 30D | +12.7% | +15.7% | -3.0% | +11.1% |
| 3M | +15.2% | +37.3% | -22.1% | +11.3% |
| 6M | +17.6% | +63.1% | -45.6% | +11.6% |
| YTD | +3.8% | +15.4% | -11.6% | +2.0% |
| 1Y | +6.8% | +11.3% | -4.5% | +5.7% |
| All | +6.8% | +11.4% | -4.6% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling