+298.9%
ENTG vs DOCU
+107.7%
+191.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -2.0% | -10.7% | -12.1% |
| 7D | -22.0% | -3.2% | -18.8% | -21.2% |
| 30D | -25.2% | +15.7% | -40.9% | -28.8% |
| 3M | -14.2% | +37.3% | -51.5% | -23.3% |
| 6M | -16.3% | +63.1% | -79.4% | -30.9% |
| YTD | +48.5% | +15.4% | +33.1% | +35.1% |
| 1Y | +41.4% | +11.3% | +30.1% | +30.1% |
| 3Y | +36.7% | +92.1% | -55.4% | +0.3% |
| 5Y | -12.5% | -70.5% | +58.0% | -0.3% |
| All | +298.9% | +107.7% | +191.2% | +144.9% |
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