+210.3%
ETSY vs DOCU
+107.7%
+102.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -4.0% |
| 7D | -0.1% | -3.2% | +3.1% | +1.4% |
| 30D | +28.2% | +15.7% | +12.5% | +20.3% |
| 3M | +6.6% | +37.3% | -30.7% | -8.3% |
| 6M | +45.4% | +63.1% | -17.7% | +14.0% |
| YTD | +65.1% | +15.4% | +49.7% | +49.4% |
| 1Y | +51.8% | +11.3% | +40.5% | +39.2% |
| 3Y | +40.3% | +92.1% | -51.8% | -12.8% |
| 5Y | -64.8% | -70.5% | +5.7% | -52.6% |
| All | +210.3% | +107.7% | +102.6% | +84.7% |
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 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