+8.3%
DUK vs DOCU
+11.6%
-3.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.3% | +2.4% |
| 7D | +4.9% | -3.7% | +8.6% | +4.6% |
| 30D | +13.8% | +15.0% | -1.1% | +14.9% |
| 3M | +5.2% | +39.9% | -34.7% | +7.6% |
| 6M | +3.5% | +66.2% | -62.7% | +7.4% |
| YTD | +13.5% | +17.7% | -4.2% | +15.4% |
| 1Y | +8.3% | +13.7% | -5.4% | +10.1% |
| All | +8.3% | +11.6% | -3.3% | +10.1% |
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 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