+103.3%
DOCU vs ARWR
+605.8%
-502.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.5% |
| 7D | +4.1% | -17.8% | +21.9% | +8.0% |
| 30D | +7.4% | -18.1% | +25.5% | +11.4% |
| 3M | +26.0% | -44.2% | +70.2% | +40.5% |
| 6M | +79.2% | -38.6% | +117.8% | +92.8% |
| YTD | +18.1% | -28.0% | +46.1% | +20.8% |
| 1Y | +20.5% | +16.1% | +4.4% | +9.1% |
| 3Y | +96.4% | +84.0% | +12.4% | +42.0% |
| 5Y | -69.5% | -35.4% | -34.1% | -73.0% |
| All | +103.3% | +605.8% | -502.5% | +19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling