+25.4%
DLTR vs DOCU
-71.9%
+97.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.0% | -4.2% | -6.0% |
| 7D | +4.5% | -3.2% | +7.7% | +4.8% |
| 30D | +18.7% | +15.7% | +3.0% | +17.2% |
| 3M | +7.1% | +37.3% | -30.1% | +3.9% |
| 6M | +47.2% | +63.1% | -15.9% | +40.3% |
| YTD | +12.1% | +15.4% | -3.2% | +9.6% |
| 1Y | +31.5% | +11.3% | +20.2% | +28.8% |
| 3Y | +18.6% | +92.1% | -73.5% | +7.6% |
| 5Y | +25.4% | -70.5% | +95.9% | +18.1% |
| All | +25.4% | -71.9% | +97.3% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling