-69.4%
DOCU vs EAT
+363.9%
-433.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +4.1% | -4.0% | +8.0% | +5.5% |
| 30D | +7.4% | -2.9% | +10.2% | +7.7% |
| 3M | +26.0% | -16.9% | +42.9% | +32.6% |
| 6M | +79.2% | +57.0% | +22.2% | +46.5% |
| YTD | +18.1% | +38.2% | -20.1% | -1.4% |
| 1Y | +20.5% | +69.3% | -48.8% | -8.2% |
| 3Y | +96.4% | +483.0% | -386.6% | -31.0% |
| All | -69.4% | +363.9% | -433.3% | -89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling