+34.7%
DLTR vs DOCU
+104.2%
-69.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.3% | -4.8% |
| 7D | -2.0% | -5.5% | +3.5% | -1.5% |
| 30D | +12.8% | +12.6% | +0.1% | +11.5% |
| 3M | +1.1% | +36.4% | -35.3% | -2.0% |
| 6M | +35.9% | +66.8% | -30.9% | +28.9% |
| YTD | +6.6% | +13.5% | -6.9% | +4.3% |
| 1Y | +28.6% | +11.3% | +17.3% | +25.9% |
| 3Y | +14.0% | +92.1% | -78.0% | +3.2% |
| 5Y | +19.2% | -71.0% | +90.2% | +21.8% |
| All | +34.7% | +104.2% | -69.5% | -3.5% |
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