+201.7%
ETSY vs DOCU
+112.5%
+89.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -1.0% | +4.1% | -5.1% | -2.8% |
| 30D | +7.3% | +7.4% | 0.0% | +4.0% |
| 3M | +10.3% | +26.0% | -15.7% | -1.1% |
| 6M | +55.1% | +79.2% | -24.1% | +16.6% |
| YTD | +60.5% | +18.1% | +42.5% | +43.8% |
| 1Y | +52.2% | +20.5% | +31.7% | +34.5% |
| 3Y | +40.8% | +96.4% | -55.6% | -13.4% |
| 5Y | -67.3% | -69.5% | +2.2% | -56.6% |
| All | +201.7% | +112.5% | +89.2% | +77.7% |
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