+64.4%
EEM vs DOCU
+87.9%
-23.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.9% | +2.3% |
| 7D | -2.8% | -5.5% | +2.7% | -2.5% |
| 30D | -11.9% | +12.6% | -24.6% | -12.5% |
| 3M | -8.8% | +36.4% | -45.1% | -10.4% |
| 6M | -11.6% | +66.8% | -78.4% | -14.5% |
| YTD | +9.0% | +13.5% | -4.5% | +8.6% |
| 1Y | +10.6% | +11.3% | -0.7% | +10.3% |
| 3Y | +64.4% | +92.1% | -27.7% | +47.4% |
| All | +64.4% | +87.9% | -23.6% | +47.4% |
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 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