+265.6%
ETR vs DOCU
+104.2%
+161.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.3% |
| 7D | +0.4% | -5.5% | +5.9% | +0.5% |
| 30D | +7.5% | +12.6% | -5.1% | +7.3% |
| 3M | +4.4% | +36.4% | -32.0% | +3.8% |
| 6M | -1.5% | +66.8% | -68.3% | -2.6% |
| YTD | +21.8% | +13.5% | +8.3% | +21.5% |
| 1Y | +18.4% | +11.3% | +7.1% | +18.2% |
| 3Y | +148.5% | +92.1% | +56.5% | +143.6% |
| 5Y | +152.6% | -71.0% | +223.6% | +151.9% |
| All | +265.6% | +104.2% | +161.4% | +235.5% |
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