-7.6%
DT vs DOCU
+91.1%
-98.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.0% | -4.6% | -5.9% |
| 7D | -28.3% | -3.2% | -25.1% | -27.5% |
| 30D | -28.4% | +15.7% | -44.1% | -31.9% |
| 3M | -14.1% | +37.3% | -51.4% | -23.1% |
| 6M | +13.2% | +63.1% | -50.0% | -4.9% |
| YTD | +0.8% | +15.4% | -14.5% | -7.3% |
| 1Y | -7.8% | +11.3% | -19.1% | -14.6% |
| All | -7.6% | +91.1% | -98.7% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling