-71.7%
DOCU vs EAT
+361.6%
-433.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.7% |
| 7D | -5.5% | -2.6% | -2.9% | -4.8% |
| 30D | +12.6% | +11.5% | +1.2% | +7.8% |
| 3M | +36.4% | -9.1% | +45.5% | +38.4% |
| 6M | +66.8% | +40.4% | +26.4% | +42.3% |
| YTD | +13.5% | +43.9% | -30.5% | -6.5% |
| 1Y | +11.3% | +101.9% | -90.6% | -21.3% |
| 3Y | +92.1% | +489.9% | -397.8% | -32.4% |
| All | -71.7% | +361.6% | -433.3% | -90.4% |
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