+7.3%
ELV vs DOCU
-71.0%
+78.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | +1.3% | -5.5% | +6.9% | +1.5% |
| 30D | +5.3% | +12.6% | -7.4% | +5.0% |
| 3M | +9.2% | +36.4% | -27.2% | +8.3% |
| 6M | +14.5% | +66.8% | -52.3% | +12.9% |
| YTD | +23.2% | +13.5% | +9.7% | +22.7% |
| 1Y | +38.0% | +11.3% | +26.7% | +37.5% |
| 3Y | -1.5% | +92.1% | -93.6% | -5.4% |
| All | +7.3% | -71.0% | +78.4% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling