-71.7%
DOCU vs DOC
-22.8%
-48.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -1.3% |
| 7D | -3.7% | +8.7% | -12.4% | -7.6% |
| 30D | +15.0% | +7.6% | +7.3% | +10.7% |
| 3M | +39.9% | -5.3% | +45.2% | +43.1% |
| 6M | +66.2% | +27.6% | +38.5% | +43.2% |
| YTD | +17.7% | +32.4% | -14.7% | -1.8% |
| 1Y | +13.7% | +22.9% | -9.2% | -0.9% |
| 3Y | +95.9% | +43.1% | +52.8% | +44.4% |
| 5Y | -71.7% | -21.4% | -50.3% | -66.4% |
| All | -71.7% | -22.8% | -48.9% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 5y: compounded portfolio wealth divided by compounded DOC 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…
5y analysis · Full analysis span regression · 6 months rolling