+99.2%
DOCU vs RACE
+33.1%
+66.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | -0.9% |
| 7D | -3.7% | +9.9% | -13.6% | -6.0% |
| 30D | +15.0% | +12.8% | +2.2% | +11.4% |
| 3M | +39.9% | +7.4% | +32.5% | +37.3% |
| 6M | +66.2% | +27.6% | +38.6% | +55.8% |
| YTD | +17.7% | +18.4% | -0.7% | +11.7% |
| 1Y | +13.7% | +9.5% | +4.2% | +10.2% |
| All | +99.2% | +33.1% | +66.1% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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