+95.3%
DOCU vs EAT
+503.3%
-408.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.6% | -1.5% |
| 7D | -3.2% | -3.3% | +0.1% | -2.8% |
| 30D | +15.7% | +11.7% | +4.0% | +13.7% |
| 3M | +37.3% | -5.9% | +43.2% | +37.6% |
| 6M | +63.1% | +46.7% | +16.4% | +51.4% |
| YTD | +15.4% | +48.2% | -32.8% | +5.8% |
| 1Y | +11.3% | +105.4% | -94.1% | -4.9% |
| All | +95.3% | +503.3% | -408.0% | +43.2% |
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