+45.1%
DLTR vs DOCU
+110.9%
-65.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.4% | +1.6% | +0.9% | +2.3% |
| 30D | +21.5% | +10.8% | +10.6% | +20.3% |
| 3M | +9.8% | +38.0% | -28.1% | +6.3% |
| 6M | +58.6% | +77.4% | -18.8% | +49.6% |
| YTD | +14.8% | +17.2% | -2.3% | +12.0% |
| 1Y | +33.0% | +15.6% | +17.5% | +29.8% |
| 3Y | +23.8% | +95.6% | -71.7% | +11.9% |
| 5Y | +24.9% | -69.7% | +94.6% | +27.2% |
| All | +45.1% | +110.9% | -65.8% | +3.6% |
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