+309.2%
ENTG vs DOCU
+104.2%
+204.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.2% | +3.1% |
| 7D | -17.1% | -5.5% | -11.6% | -15.6% |
| 30D | -23.0% | +12.6% | -35.6% | -26.1% |
| 3M | -10.2% | +36.4% | -46.6% | -19.6% |
| 6M | -17.8% | +66.8% | -84.6% | -32.6% |
| YTD | +52.4% | +13.5% | +38.9% | +39.3% |
| 1Y | +49.8% | +11.3% | +38.5% | +37.7% |
| 3Y | +42.1% | +92.1% | -49.9% | +4.2% |
| 5Y | -10.2% | -71.0% | +60.8% | +2.8% |
| All | +309.2% | +104.2% | +204.9% | +152.5% |
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