+99.9%
ED vs DOCU
+104.2%
-4.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.4% |
| 7D | +1.6% | -5.5% | +7.2% | +1.5% |
| 30D | +13.3% | +12.6% | +0.7% | +13.6% |
| 3M | +9.7% | +36.4% | -26.7% | +10.4% |
| 6M | +12.8% | +66.8% | -54.0% | +14.0% |
| YTD | +22.3% | +13.5% | +8.8% | +23.0% |
| 1Y | +26.3% | +11.3% | +15.0% | +27.0% |
| 3Y | +45.0% | +92.1% | -47.0% | +46.6% |
| 5Y | +80.2% | -71.0% | +151.2% | +76.5% |
| All | +99.9% | +104.2% | -4.4% | +95.4% |
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