+102.6%
DOCU vs EAT
+454.5%
-351.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.1% | -1.0% |
| 7D | -3.7% | -0.1% | -3.6% | -3.7% |
| 30D | +15.0% | +13.5% | +1.4% | +11.9% |
| 3M | +39.9% | +1.0% | +38.9% | +38.3% |
| 6M | +66.2% | +57.3% | +8.9% | +49.7% |
| YTD | +17.7% | +53.6% | -35.9% | +5.5% |
| 1Y | +13.7% | +110.8% | -97.1% | -4.9% |
| 3Y | +95.9% | +524.8% | -428.9% | +28.1% |
| 5Y | -71.7% | +416.1% | -487.8% | -81.4% |
| All | +102.6% | +454.5% | -351.9% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling