+102.6%
DOCU vs AVAV
+106.9%
-4.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.3% | +8.5% | +2.0% |
| 7D | -3.7% | -10.1% | +6.4% | -1.7% |
| 30D | +15.0% | -18.7% | +33.7% | +19.8% |
| 3M | +39.9% | -33.0% | +72.9% | +51.7% |
| 6M | +66.2% | -37.2% | +103.3% | +77.9% |
| YTD | +17.7% | -53.2% | +70.9% | +30.3% |
| 1Y | +13.7% | -69.0% | +82.7% | +40.0% |
| 3Y | +95.9% | -5.5% | +101.4% | +56.3% |
| 5Y | -71.7% | +20.1% | -91.8% | -80.2% |
| All | +102.6% | +106.9% | -4.2% | +29.4% |
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