+95.3%
DOCU vs A
+180.7%
-85.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.7% |
| 7D | -5.5% | -0.1% | -5.5% | -5.6% |
| 30D | +12.6% | +3.4% | +9.3% | +10.0% |
| 3M | +36.4% | +23.8% | +12.6% | +18.1% |
| 6M | +66.8% | +49.0% | +17.8% | +26.2% |
| YTD | +13.5% | +29.4% | -15.9% | -6.8% |
| 1Y | +11.3% | +19.4% | -8.1% | -3.5% |
| 3Y | +92.1% | +66.2% | +25.9% | +21.6% |
| 5Y | -71.0% | +15.8% | -86.8% | -75.5% |
| All | +95.3% | +180.7% | -85.3% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling