+128.9%
DLR vs DOCU
+111.8%
+17.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +2.8% | -3.7% | +6.6% | +3.3% |
| 30D | +2.8% | +15.0% | -12.2% | +1.0% |
| 3M | -4.0% | +39.9% | -43.9% | -8.2% |
| 6M | -5.6% | +66.2% | -71.8% | -12.1% |
| YTD | +21.9% | +17.7% | +4.3% | +18.0% |
| 1Y | +13.0% | +13.7% | -0.7% | +9.7% |
| 3Y | +52.2% | +95.9% | -43.7% | +33.9% |
| 5Y | +40.3% | -71.7% | +112.0% | +42.1% |
| All | +128.9% | +111.8% | +17.1% | +93.3% |
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