+30.9%
DOCU vs ARWR
+211.2%
-180.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.7% |
| 7D | +6.9% | +1.7% | +5.2% | +6.7% |
| 30D | +19.0% | -0.7% | +19.7% | +19.0% |
| 3M | +34.3% | +14.9% | +19.4% | +31.7% |
| 6M | +48.0% | +32.6% | +15.4% | +41.7% |
| YTD | 0.0% | +30.0% | -30.0% | -4.3% |
| 1Y | -10.3% | +208.4% | -218.6% | -24.0% |
| All | +30.9% | +211.2% | -180.4% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling