+30.9%
DOCU vs EAT
+611.4%
-580.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.6% |
| 7D | +6.9% | 0.0% | +6.9% | +6.9% |
| 30D | +19.0% | +1.9% | +17.1% | +18.2% |
| 3M | +34.3% | +68.7% | -34.4% | +22.1% |
| 6M | +48.0% | +66.9% | -18.9% | +33.3% |
| YTD | 0.0% | +60.4% | -60.4% | -9.4% |
| 1Y | -10.3% | +44.0% | -54.3% | -17.0% |
| All | +30.9% | +611.4% | -580.6% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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