+99.2%
DOCU vs ALLE
+96.3%
+2.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.3% |
| 7D | -3.7% | +6.7% | -10.4% | -5.4% |
| 30D | +15.0% | +25.4% | -10.4% | +7.9% |
| 3M | +39.9% | +16.9% | +23.0% | +33.8% |
| 6M | +66.2% | +46.6% | +19.6% | +49.4% |
| YTD | +17.7% | +22.4% | -4.7% | +10.6% |
| 1Y | +13.7% | +17.7% | -4.0% | +8.6% |
| All | +99.2% | +96.3% | +2.9% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling