+204.8%
ETSY vs DOCU
+104.2%
+100.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.0% |
| 7D | +1.1% | -5.5% | +6.6% | +3.7% |
| 30D | +25.8% | +12.6% | +13.2% | +19.4% |
| 3M | +9.3% | +36.4% | -27.1% | -5.7% |
| 6M | +38.4% | +66.8% | -28.4% | +7.5% |
| YTD | +62.2% | +13.5% | +48.7% | +47.9% |
| 1Y | +58.3% | +11.3% | +47.0% | +45.1% |
| 3Y | +42.6% | +92.1% | -49.5% | -11.5% |
| 5Y | -65.4% | -71.0% | +5.6% | -53.0% |
| All | +204.8% | +104.2% | +100.6% | +82.8% |
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