+13.7%
DOCU vs LTH
+84.0%
-70.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.2% | -0.5% |
| 7D | -3.7% | +9.9% | -13.6% | -4.8% |
| 30D | +15.0% | +18.3% | -3.3% | +12.5% |
| 3M | +39.9% | +5.9% | +34.0% | +38.4% |
| 6M | +66.2% | +80.3% | -14.2% | +56.0% |
| YTD | +17.7% | +78.3% | -60.6% | +12.0% |
| 1Y | +13.7% | +81.0% | -67.3% | +7.1% |
| All | +13.7% | +84.0% | -70.4% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling