+11.5%
DOCU vs EXEL
+72.0%
-60.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | -3.4% | -2.4% | -1.0% | -3.3% |
| 30D | +9.3% | +17.9% | -8.7% | +9.1% |
| 3M | +30.2% | +33.3% | -3.1% | +30.3% |
| 6M | +62.1% | +46.6% | +15.6% | +63.0% |
| YTD | +13.5% | +61.0% | -47.5% | +12.1% |
| 1Y | +11.5% | +70.4% | -58.9% | +9.2% |
| All | +11.5% | +72.0% | -60.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling