-76.5%
DOCU vs EXR
-11.8%
-64.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +4.3% |
| 7D | +6.9% | -2.6% | +9.5% | +8.2% |
| 30D | +19.0% | -7.2% | +26.2% | +23.6% |
| 3M | +34.3% | -3.5% | +37.8% | +37.0% |
| 6M | +48.0% | -5.3% | +53.3% | +51.2% |
| YTD | 0.0% | +9.4% | -9.3% | -6.2% |
| 1Y | -10.3% | +1.3% | -11.6% | -12.6% |
| 3Y | +32.4% | +22.4% | +10.0% | +7.7% |
| All | -76.5% | -11.8% | -64.7% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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