+30.9%
DOCU vs LII
+5.3%
+25.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.5% |
| 7D | +6.9% | -0.7% | +7.6% | +7.0% |
| 30D | +19.0% | -12.6% | +31.6% | +22.1% |
| 3M | +34.3% | -24.4% | +58.7% | +39.7% |
| 6M | +48.0% | -28.7% | +76.7% | +55.7% |
| YTD | 0.0% | -19.1% | +19.2% | -0.1% |
| 1Y | -10.3% | -29.7% | +19.4% | -5.8% |
| All | +30.9% | +5.3% | +25.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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