+66.2%
DOCU vs LII
-31.3%
+97.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | +0.4% |
| 7D | -3.7% | +7.9% | -11.6% | -3.2% |
| 30D | +15.0% | -0.6% | +15.6% | +15.0% |
| 3M | +39.9% | -19.3% | +59.2% | +37.7% |
| 6M | +66.2% | -29.8% | +96.0% | +60.9% |
| All | +66.2% | -31.3% | +97.4% | +60.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling