+32.5%
DLTR vs DOCU
+10.7%
+21.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +17.8% |
| 3M | +8.9% | +30.2% | -21.4% | +6.2% |
| 6M | +49.4% | +62.1% | -12.7% | +41.6% |
| YTD | +14.5% | +13.5% | +0.9% | +7.1% |
| 1Y | +32.5% | +11.5% | +21.0% | +24.1% |
| All | +32.5% | +10.7% | +21.8% | +24.1% |
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