+33.8%
DIS vs DOCU
+33.7%
+0.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.4% | -2.2% |
| 7D | -2.6% | +6.9% | -9.5% | -3.5% |
| 30D | +3.5% | +19.0% | -15.5% | +0.9% |
| 3M | +6.8% | +34.3% | -27.5% | +2.2% |
| 6M | +3.0% | +48.0% | -45.0% | -3.2% |
| YTD | -6.7% | 0.0% | -6.7% | -7.5% |
| 1Y | -10.1% | -10.3% | +0.2% | -9.7% |
| All | +33.8% | +33.7% | +0.1% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling