+99.2%
DOCU vs EXPD
+80.8%
+18.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.8% |
| 7D | -3.7% | +0.3% | -4.0% | -3.8% |
| 30D | +15.0% | +1.8% | +13.1% | +14.5% |
| 3M | +39.9% | +8.9% | +31.0% | +37.5% |
| 6M | +66.2% | +42.2% | +23.9% | +55.2% |
| YTD | +17.7% | +33.4% | -15.7% | +10.8% |
| 1Y | +13.7% | +47.2% | -33.5% | +4.6% |
| All | +99.2% | +80.8% | +18.4% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling