-76.5%
DOCU vs EAT
+350.4%
-427.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.5% |
| 7D | +6.9% | 0.0% | +6.9% | +6.8% |
| 30D | +19.0% | +1.9% | +17.1% | +17.2% |
| 3M | +34.3% | +68.7% | -34.4% | +9.6% |
| 6M | +48.0% | +66.9% | -18.9% | +18.5% |
| YTD | 0.0% | +60.4% | -60.4% | -19.3% |
| 1Y | -10.3% | +44.0% | -54.3% | -25.1% |
| 3Y | +32.4% | +604.7% | -572.3% | -54.2% |
| All | -76.5% | +350.4% | -427.0% | -92.0% |
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