+16.2%
ENTG vs DOCU
-78.0%
+94.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +5.0% |
| 7D | +2.8% | +6.9% | -4.1% | +0.7% |
| 30D | -4.7% | +19.0% | -23.7% | -10.2% |
| 3M | -0.7% | +34.3% | -35.0% | -11.4% |
| 6M | +7.7% | +48.0% | -40.3% | -8.8% |
| YTD | +65.1% | 0.0% | +65.1% | +59.0% |
| 1Y | +74.8% | -10.3% | +85.1% | +74.7% |
| 3Y | +36.9% | +32.4% | +4.5% | +13.1% |
| All | +16.2% | -78.0% | +94.2% | +32.3% |
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