+101.7%
ELV vs DOCU
+110.9%
-9.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.2% |
| 7D | -1.1% | -0.4% | -0.6% | -1.1% |
| 30D | +1.8% | +12.9% | -11.2% | +1.1% |
| 3M | +10.5% | +35.1% | -24.6% | +8.6% |
| 6M | +13.5% | +76.2% | -62.7% | +9.6% |
| YTD | +24.3% | +17.2% | +7.1% | +22.7% |
| 1Y | +38.9% | +16.4% | +22.5% | +37.1% |
| 3Y | -1.5% | +95.6% | -97.0% | -8.1% |
| 5Y | +7.3% | -68.5% | +75.8% | +12.2% |
| All | +101.7% | +110.9% | -9.3% | +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