+254.7%
ETR vs DOCU
+80.0%
+174.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -0.5% |
| 7D | +1.4% | +6.9% | -5.5% | +1.3% |
| 30D | +1.0% | +19.0% | -18.0% | +0.6% |
| 3M | -1.3% | +34.3% | -35.5% | -1.9% |
| 6M | +1.9% | +48.0% | -46.1% | +0.9% |
| YTD | +18.2% | 0.0% | +18.1% | +18.2% |
| 1Y | +24.7% | -10.3% | +34.9% | +25.0% |
| 3Y | +150.7% | +32.4% | +118.3% | +147.7% |
| 5Y | +127.0% | -77.9% | +205.0% | +127.8% |
| All | +254.7% | +80.0% | +174.7% | +226.3% |
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 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