+269.4%
ETR vs DOCU
+104.4%
+165.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.6% | -3.4% | +5.9% | +2.6% |
| 30D | +8.7% | +9.3% | -0.6% | +8.5% |
| 3M | +6.4% | +30.2% | -23.8% | +5.8% |
| 6M | +0.7% | +62.1% | -61.4% | -0.3% |
| YTD | +23.0% | +13.5% | +9.5% | +22.8% |
| 1Y | +17.9% | +11.5% | +6.4% | +17.7% |
| 3Y | +154.9% | +89.5% | +65.4% | +150.0% |
| 5Y | +157.3% | -69.6% | +226.9% | +156.3% |
| All | +269.4% | +104.4% | +165.1% | +239.0% |
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 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