+23.5%
DLTR vs DOCU
-71.8%
+95.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | -1.0% | -4.8% | +3.8% | -0.5% |
| 30D | +15.7% | +9.4% | +6.3% | +14.8% |
| 3M | +4.8% | +29.0% | -24.2% | +2.3% |
| 6M | +45.6% | +62.3% | -16.7% | +38.9% |
| YTD | +11.6% | +13.7% | -2.1% | +9.2% |
| 1Y | +29.8% | +11.5% | +18.2% | +27.2% |
| 3Y | +20.8% | +94.2% | -73.4% | +9.5% |
| 5Y | +23.5% | -71.7% | +95.2% | +16.3% |
| All | +23.5% | -71.8% | +95.2% | +16.3% |
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