+34.8%
DLTR vs DOCU
+15.8%
+19.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.2% | -1.7% | +1.1% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | +21.5% | +12.9% | +8.6% | +20.2% |
| 3M | +11.6% | +35.1% | -23.5% | +8.5% |
| 6M | +58.7% | +76.2% | -17.5% | +49.9% |
| YTD | +16.2% | +17.2% | -1.0% | +8.3% |
| 1Y | +34.8% | +16.4% | +18.4% | +25.8% |
| All | +34.8% | +15.8% | +19.0% | +25.8% |
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