+102.6%
DOCU vs LEN
+95.7%
+6.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.1% | -6.9% | -2.5% |
| 7D | -3.7% | +10.5% | -14.2% | -7.5% |
| 30D | +15.0% | +24.6% | -9.7% | +5.3% |
| 3M | +39.9% | +6.6% | +33.3% | +35.3% |
| 6M | +66.2% | +10.6% | +55.5% | +57.1% |
| YTD | +17.7% | -8.3% | +26.0% | +17.6% |
| 1Y | +13.7% | -22.5% | +36.2% | +21.2% |
| 3Y | +95.9% | -16.3% | +112.2% | +93.5% |
| 5Y | -71.7% | +2.1% | -73.8% | -74.7% |
| All | +102.6% | +95.7% | +6.9% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 all: compounded portfolio wealth divided by compounded LEN 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…
all analysis · Full analysis span regression · 6 months rolling