+325.4%
EWT vs DOCU
+110.9%
+214.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +13.2% | +1.6% | +11.7% | +13.0% |
| 30D | -14.3% | +10.8% | -25.1% | -15.4% |
| 3M | -8.4% | +38.0% | -46.4% | -12.2% |
| 6M | +3.7% | +77.4% | -73.7% | -4.1% |
| YTD | +53.1% | +17.2% | +35.9% | +48.3% |
| 1Y | +55.5% | +15.6% | +39.9% | +50.8% |
| 3Y | +155.6% | +95.6% | +60.1% | +126.0% |
| 5Y | +119.3% | -69.7% | +189.0% | +127.3% |
| All | +325.4% | +110.9% | +214.5% | +237.8% |
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