+99.2%
DOCU vs AVAV
-5.4%
+104.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.3% | +8.5% | +0.8% |
| 7D | -3.7% | -10.1% | +6.4% | -3.1% |
| 30D | +15.0% | -18.7% | +33.7% | +16.5% |
| 3M | +39.9% | -33.0% | +72.9% | +43.7% |
| 6M | +66.2% | -37.2% | +103.3% | +70.5% |
| YTD | +17.7% | -53.2% | +70.9% | +22.1% |
| 1Y | +13.7% | -69.0% | +82.7% | +22.9% |
| All | +99.2% | -5.4% | +104.6% | +73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling