+95.3%
DOCU vs INDA
+14.0%
+81.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -2.0% |
| 7D | -3.2% | +5.5% | -8.7% | -5.5% |
| 30D | +15.7% | +7.0% | +8.6% | +12.1% |
| 3M | +37.3% | -0.6% | +37.9% | +37.8% |
| 6M | +63.1% | +1.7% | +61.4% | +61.9% |
| YTD | +15.4% | -7.5% | +22.8% | +20.7% |
| 1Y | +11.3% | -7.9% | +19.2% | +16.6% |
| All | +95.3% | +14.0% | +81.3% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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