+11.3%
DOCU vs EXPD
+42.2%
-30.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | -1.1% |
| 7D | -3.2% | -4.8% | +1.6% | -2.4% |
| 30D | +15.7% | -1.5% | +17.2% | +16.0% |
| 3M | +37.3% | +4.1% | +33.2% | +36.4% |
| 6M | +63.1% | +24.0% | +39.1% | +58.5% |
| YTD | +15.4% | +27.4% | -12.0% | +12.2% |
| 1Y | +11.3% | +38.4% | -27.1% | +5.4% |
| All | +11.3% | +42.2% | -30.9% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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