+95.3%
DOCU vs AVAV
+106.0%
-10.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +10.5% | -12.1% | -4.0% |
| 7D | -5.5% | -10.6% | +5.0% | -3.5% |
| 30D | +12.6% | -18.8% | +31.4% | +17.1% |
| 3M | +36.4% | -34.1% | +70.5% | +48.0% |
| 6M | +66.8% | -35.3% | +102.1% | +77.1% |
| YTD | +13.5% | -53.4% | +66.8% | +25.4% |
| 1Y | +11.3% | -65.6% | +76.9% | +33.0% |
| 3Y | +92.1% | -5.1% | +97.1% | +52.5% |
| 5Y | -71.0% | +18.5% | -89.5% | -79.7% |
| All | +95.3% | +106.0% | -10.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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