+98.6%
DOCU vs DAR
+191.2%
-92.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.1% |
| 7D | -3.2% | -8.1% | +4.9% | -1.0% |
| 30D | +15.7% | -17.1% | +32.8% | +21.3% |
| 3M | +37.3% | -12.3% | +49.6% | +41.1% |
| 6M | +63.1% | -21.8% | +84.9% | +72.3% |
| YTD | +15.4% | +40.8% | -25.5% | +1.9% |
| 1Y | +11.3% | +57.4% | -46.0% | -5.1% |
| 3Y | +92.1% | +12.1% | +79.9% | +72.6% |
| 5Y | -70.5% | -40.2% | -30.3% | -68.0% |
| All | +98.6% | +191.2% | -92.6% | +38.8% |
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