+13.2%
DVN vs DOCU
+98.0%
-84.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +10.4% | +4.1% | +6.3% | +10.0% |
| 30D | -6.7% | +7.4% | -14.0% | -7.3% |
| 3M | +5.6% | +26.0% | -20.4% | +3.4% |
| 6M | +0.7% | +79.2% | -78.5% | -4.8% |
| YTD | +29.6% | +18.1% | +11.5% | +27.4% |
| 1Y | +36.3% | +20.5% | +15.8% | +33.5% |
| 3Y | +13.2% | +96.4% | -83.2% | +2.7% |
| All | +13.2% | +98.0% | -84.9% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling