+95.3%
DOCU vs DAR
+188.3%
-92.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | -5.5% | -9.9% | +4.4% | -2.9% |
| 30D | +12.6% | -16.4% | +29.0% | +17.9% |
| 3M | +36.4% | -17.1% | +53.5% | +42.5% |
| 6M | +66.8% | -20.5% | +87.3% | +75.3% |
| YTD | +13.5% | +39.4% | -26.0% | +0.5% |
| 1Y | +11.3% | +57.2% | -45.9% | -5.1% |
| 3Y | +92.1% | +13.9% | +78.2% | +71.6% |
| 5Y | -71.0% | -40.8% | -30.2% | -68.5% |
| All | +95.3% | +188.3% | -92.9% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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