+13.7%
DOCU vs ARWR
+59.7%
-46.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | +0.3% |
| 7D | -3.7% | +2.4% | -6.1% | -3.6% |
| 30D | +15.0% | -1.1% | +16.1% | +14.8% |
| 3M | +39.9% | -31.2% | +71.1% | +38.0% |
| 6M | +66.2% | -19.3% | +85.4% | +64.0% |
| YTD | +17.7% | -7.1% | +24.8% | +13.4% |
| 1Y | +13.7% | +62.9% | -49.2% | +1.7% |
| All | +13.7% | +59.7% | -46.0% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 1y: compounded portfolio wealth divided by compounded ARWR 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…
1y analysis · Full analysis span regression · 6 months rolling