+8.6%
DUK vs DOCU
+10.7%
-2.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.6% |
| 7D | +1.9% | -3.4% | +5.3% | +1.7% |
| 30D | +10.5% | +9.3% | +1.3% | +11.2% |
| 3M | +7.3% | +30.2% | -22.9% | +9.3% |
| 6M | +5.7% | +62.1% | -56.5% | +9.5% |
| YTD | +12.9% | +13.5% | -0.7% | +14.6% |
| 1Y | +8.6% | +11.5% | -2.9% | +10.1% |
| All | +8.6% | +10.7% | -2.1% | +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