+44.6%
DLTR vs DOCU
+104.4%
-59.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +5.0% | -3.4% | +8.4% | +5.4% |
| 30D | +18.7% | +9.3% | +9.4% | +17.7% |
| 3M | +8.9% | +30.2% | -21.4% | +5.9% |
| 6M | +49.4% | +62.1% | -12.7% | +42.1% |
| YTD | +14.5% | +13.5% | +0.9% | +12.0% |
| 1Y | +32.5% | +11.5% | +21.0% | +29.7% |
| 3Y | +23.4% | +89.5% | -66.1% | +11.9% |
| 5Y | +26.2% | -69.6% | +95.8% | +28.3% |
| All | +44.6% | +104.4% | -59.7% | +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