+101.8%
ELV vs DOCU
+112.5%
-10.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +1.0% | +4.1% | -3.1% | +0.7% |
| 30D | +0.4% | +7.4% | -7.0% | 0.0% |
| 3M | +8.4% | +26.0% | -17.6% | +6.9% |
| 6M | +8.4% | +79.2% | -70.8% | +4.7% |
| YTD | +24.4% | +18.1% | +6.3% | +22.7% |
| 1Y | +33.5% | +20.5% | +13.0% | +31.5% |
| 3Y | -2.1% | +96.4% | -98.5% | -8.7% |
| 5Y | +5.8% | -69.5% | +75.3% | +11.1% |
| All | +101.8% | +112.5% | -10.8% | +56.9% |
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