+40.4%
ELV vs DOCU
+10.8%
+29.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +1.1% | -4.8% | +5.9% | +1.2% |
| 30D | +1.3% | +9.4% | -8.0% | +1.4% |
| 3M | +6.6% | +29.0% | -22.5% | +6.7% |
| 6M | +11.6% | +62.3% | -50.8% | +11.5% |
| YTD | +21.1% | +13.7% | +7.4% | +27.3% |
| All | +40.4% | +10.8% | +29.6% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling