+46.8%
ETSY vs DOCU
+10.8%
+36.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.7% |
| 7D | -4.3% | -4.8% | +0.4% | -2.8% |
| 30D | +15.3% | +9.4% | +5.9% | +12.3% |
| 3M | +3.4% | +29.0% | -25.6% | -4.6% |
| 6M | +37.4% | +62.3% | -24.9% | +17.4% |
| YTD | +59.5% | +13.7% | +45.9% | +42.4% |
| All | +46.8% | +10.8% | +36.0% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling