+72.2%
DOCU vs LNT
+107.4%
-35.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | -0.1% | +7.0% | +6.9% |
| 30D | +19.0% | -3.2% | +22.2% | +19.2% |
| 3M | +34.3% | -4.1% | +38.4% | +34.5% |
| 6M | +48.0% | -4.6% | +52.6% | +48.2% |
| YTD | 0.0% | +7.0% | -7.0% | -0.9% |
| 1Y | -10.3% | +8.3% | -18.6% | -11.2% |
| 3Y | +32.4% | +51.0% | -18.6% | +27.1% |
| 5Y | -77.9% | +30.2% | -108.1% | -78.7% |
| All | +72.2% | +107.4% | -35.3% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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