+83.2%
DT vs DOCU
+52.6%
+30.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.0% | -4.6% | -5.8% |
| 7D | -28.3% | -3.2% | -25.1% | -27.3% |
| 30D | -28.4% | +15.7% | -44.1% | -32.5% |
| 3M | -14.1% | +37.3% | -51.4% | -24.8% |
| 6M | +13.2% | +63.1% | -50.0% | -8.1% |
| YTD | +0.8% | +15.4% | -14.5% | -6.5% |
| 1Y | -7.8% | +11.3% | -19.1% | -13.6% |
| 3Y | -8.3% | +92.1% | -100.4% | -37.1% |
| 5Y | -42.7% | -70.5% | +27.8% | -27.3% |
| All | +83.2% | +52.6% | +30.7% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling