+30.9%
DOCU vs FLR
+58.4%
-27.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.3% | +6.0% | +4.1% |
| 7D | +6.9% | +5.4% | +1.5% | +5.9% |
| 30D | +19.0% | +11.4% | +7.6% | +16.5% |
| 3M | +34.3% | +11.4% | +22.9% | +30.7% |
| 6M | +48.0% | +16.6% | +31.4% | +41.0% |
| YTD | 0.0% | +41.7% | -41.7% | -9.6% |
| 1Y | -10.3% | +35.4% | -45.7% | -18.2% |
| All | +30.9% | +58.4% | -27.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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