+199.8%
ETSY vs DOCU
+104.6%
+95.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.7% |
| 7D | -4.3% | -4.8% | +0.4% | -2.2% |
| 30D | +15.3% | +9.4% | +5.9% | +10.8% |
| 3M | +3.4% | +29.0% | -25.6% | -8.5% |
| 6M | +37.4% | +62.3% | -24.9% | +8.1% |
| YTD | +59.5% | +13.7% | +45.9% | +45.3% |
| 1Y | +49.7% | +11.5% | +38.1% | +37.0% |
| 3Y | +42.6% | +94.2% | -51.6% | -12.0% |
| 5Y | -65.8% | -71.7% | +5.9% | -52.9% |
| All | +199.8% | +104.6% | +95.2% | +79.6% |
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