+35.0%
DLTR vs DOCU
+80.0%
-45.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.1% |
| 7D | +2.5% | +6.9% | -4.4% | +1.8% |
| 30D | +2.1% | +19.0% | -16.9% | +0.2% |
| 3M | +20.3% | +34.3% | -14.0% | +16.6% |
| 6M | +11.5% | +48.0% | -36.5% | +6.9% |
| YTD | +6.8% | 0.0% | +6.8% | +5.9% |
| 1Y | +31.1% | -10.3% | +41.4% | +30.9% |
| 3Y | +10.7% | +32.4% | -21.7% | +4.0% |
| 5Y | +41.6% | -77.9% | +119.5% | +48.7% |
| All | +35.0% | +80.0% | -45.0% | -2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling