+33.9%
DLTR vs DOCU
+18.5%
+15.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.0% | -2.3% |
| 7D | +5.3% | +4.1% | +1.2% | +4.9% |
| 30D | +13.4% | +7.4% | +6.1% | +12.7% |
| 3M | +6.6% | +26.0% | -19.4% | +4.5% |
| 6M | +59.1% | +79.2% | -20.1% | +50.6% |
| YTD | +12.3% | +18.1% | -5.8% | +3.8% |
| 1Y | +33.9% | +20.5% | +13.3% | +24.0% |
| All | +33.9% | +18.5% | +15.4% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling