+6.0%
DVN vs DOCU
+88.2%
-82.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -12.8% | -4.8% | -8.0% | -12.4% |
| 30D | -12.1% | +9.4% | -21.5% | -12.9% |
| 3M | -0.7% | +29.0% | -29.7% | -3.1% |
| 6M | -5.8% | +62.3% | -68.1% | -10.2% |
| YTD | +17.9% | +13.7% | +4.3% | +16.3% |
| 1Y | +29.0% | +11.5% | +17.5% | +27.4% |
| 3Y | +6.0% | +94.2% | -88.2% | -7.3% |
| All | +6.0% | +88.2% | -82.2% | -7.3% |
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