+72.2%
DOCU vs DAR
+274.4%
-202.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.9% |
| 7D | +6.9% | +1.4% | +5.5% | +6.5% |
| 30D | +19.0% | +12.8% | +6.2% | +14.7% |
| 3M | +34.3% | +7.4% | +26.9% | +30.7% |
| 6M | +48.0% | +22.3% | +25.7% | +38.2% |
| YTD | 0.0% | +81.1% | -81.1% | -17.1% |
| 1Y | -10.3% | +106.5% | -116.8% | -29.2% |
| 3Y | +32.4% | +5.3% | +27.1% | +23.5% |
| 5Y | -77.9% | -11.5% | -66.4% | -78.3% |
| All | +72.2% | +274.4% | -202.3% | +12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling