-5.9%
DT vs DOCU
+10.8%
-16.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -20.2% | -4.8% | -15.5% | -18.1% |
| 30D | -30.8% | +9.4% | -40.1% | -33.8% |
| 3M | -10.2% | +29.0% | -39.2% | -21.8% |
| 6M | +8.0% | +62.3% | -54.3% | -18.7% |
| YTD | +1.5% | +13.7% | -12.2% | -13.7% |
| All | -5.9% | +10.8% | -16.7% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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