+98.6%
DOCU vs AVAV
+86.5%
+12.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.8% | +7.9% | +0.2% |
| 7D | -3.2% | -24.3% | +21.1% | +2.7% |
| 30D | +15.7% | -28.9% | +44.6% | +24.1% |
| 3M | +37.3% | -39.3% | +76.5% | +51.9% |
| 6M | +63.1% | -38.8% | +101.9% | +75.3% |
| YTD | +15.4% | -57.8% | +73.2% | +30.6% |
| 1Y | +11.3% | -70.9% | +82.2% | +38.6% |
| 3Y | +92.1% | -14.8% | +106.9% | +56.6% |
| 5Y | -70.5% | +7.3% | -77.8% | -78.9% |
| All | +98.6% | +86.5% | +12.2% | +29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling