+125.3%
DUK vs DOCU
+104.4%
+20.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +1.9% | -3.4% | +5.3% | +1.9% |
| 30D | +10.5% | +9.3% | +1.3% | +10.5% |
| 3M | +7.3% | +30.2% | -22.9% | +7.3% |
| 6M | +5.7% | +62.1% | -56.5% | +5.5% |
| YTD | +12.9% | +13.5% | -0.7% | +13.0% |
| 1Y | +8.6% | +11.5% | -2.9% | +8.7% |
| 3Y | +63.5% | +89.5% | -26.0% | +62.1% |
| 5Y | +52.4% | -69.6% | +122.0% | +50.7% |
| All | +125.3% | +104.4% | +20.9% | +107.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling