-76.5%
DOCU vs LII
+25.3%
-101.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.2% |
| 7D | +6.9% | -0.7% | +7.6% | +7.2% |
| 30D | +19.0% | -12.6% | +31.6% | +26.6% |
| 3M | +34.3% | -24.4% | +58.7% | +48.4% |
| 6M | +48.0% | -28.7% | +76.7% | +65.5% |
| YTD | 0.0% | -19.1% | +19.2% | +1.9% |
| 1Y | -10.3% | -29.7% | +19.4% | -0.6% |
| 3Y | +32.4% | +4.8% | +27.6% | -3.4% |
| All | -76.5% | +25.3% | -101.8% | -88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling