+73.8%
DVN vs DOCU
+104.4%
-30.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -8.8% | -3.4% | -5.5% | -8.5% |
| 30D | -10.0% | +9.3% | -19.3% | -11.1% |
| 3M | -3.7% | +30.2% | -33.9% | -7.0% |
| 6M | -3.5% | +62.1% | -65.7% | -9.8% |
| YTD | +20.8% | +13.5% | +7.2% | +17.4% |
| 1Y | +31.2% | +11.5% | +19.7% | +27.8% |
| 3Y | +5.0% | +89.5% | -84.5% | -7.2% |
| 5Y | +29.9% | -69.6% | +99.6% | +35.1% |
| All | +73.8% | +104.4% | -30.6% | +12.6% |
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