+270.4%
ETR vs DOCU
+110.9%
+159.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -3.0% | +0.2% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | +7.7% | +12.9% | -5.2% | +7.5% |
| 3M | +5.7% | +35.1% | -29.4% | +5.1% |
| 6M | -0.3% | +76.2% | -76.5% | -1.5% |
| YTD | +23.4% | +17.2% | +6.2% | +23.0% |
| 1Y | +18.5% | +16.4% | +2.1% | +18.2% |
| 3Y | +155.6% | +95.6% | +60.0% | +150.5% |
| 5Y | +158.7% | -68.5% | +227.2% | +157.6% |
| All | +270.4% | +110.9% | +159.4% | +239.7% |
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