+159.4%
ETSY vs DOCU
+80.0%
+79.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.7% | -10.4% | -8.4% |
| 7D | -8.5% | +6.9% | -15.4% | -11.4% |
| 30D | -10.9% | +19.0% | -29.9% | -18.1% |
| 3M | +14.1% | +34.3% | -20.2% | -1.8% |
| 6M | +37.5% | +48.0% | -10.5% | +12.4% |
| YTD | +38.0% | 0.0% | +38.0% | +33.4% |
| 1Y | +46.5% | -10.3% | +56.8% | +48.0% |
| 3Y | +2.5% | +32.4% | -29.9% | -23.5% |
| 5Y | -65.3% | -77.9% | +12.7% | -46.3% |
| All | +159.4% | +80.0% | +79.3% | +64.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling