+99.2%
DOCU vs ALLY
+59.2%
+40.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | -1.3% |
| 7D | -3.7% | +2.4% | -6.1% | -4.7% |
| 30D | +15.0% | +5.6% | +9.4% | +12.4% |
| 3M | +39.9% | -11.7% | +51.6% | +46.6% |
| 6M | +66.2% | -7.0% | +73.2% | +69.9% |
| YTD | +17.7% | -10.4% | +28.1% | +21.6% |
| 1Y | +13.7% | +2.4% | +11.3% | +10.6% |
| All | +99.2% | +59.2% | +40.0% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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