+99.8%
ELV vs DOCU
+104.2%
-4.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | +1.3% | -5.5% | +6.9% | +1.6% |
| 30D | +5.3% | +12.6% | -7.4% | +4.6% |
| 3M | +9.2% | +36.4% | -27.2% | +7.3% |
| 6M | +14.5% | +66.8% | -52.3% | +11.0% |
| YTD | +23.2% | +13.5% | +9.7% | +21.8% |
| 1Y | +38.0% | +11.3% | +26.7% | +36.6% |
| 3Y | -1.5% | +92.1% | -93.6% | -8.1% |
| 5Y | +8.5% | -71.0% | +79.5% | +14.3% |
| All | +99.8% | +104.2% | -4.4% | +55.8% |
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