+94.9%
DOCU vs DAR
+29.4%
+65.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.1% | -1.9% | +2.6% |
| 7D | -0.4% | +3.6% | -4.0% | -0.9% |
| 30D | +12.9% | -11.3% | +24.2% | +14.5% |
| 3M | +35.1% | -13.1% | +48.2% | +37.0% |
| 6M | +76.2% | -15.1% | +91.3% | +78.9% |
| YTD | +17.2% | +50.5% | -33.3% | +7.6% |
| 1Y | +16.4% | +57.9% | -41.5% | +5.8% |
| All | +94.9% | +29.4% | +65.5% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling