+52.2%
EWT vs DOCU
+10.8%
+41.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +7.2% |
| 7D | -5.0% | -4.8% | -0.2% | -5.2% |
| 30D | -16.3% | +9.4% | -25.7% | -15.9% |
| 3M | -7.2% | +29.0% | -36.2% | -6.3% |
| 6M | -0.5% | +62.3% | -62.8% | +1.4% |
| YTD | +50.6% | +13.7% | +36.9% | +54.5% |
| All | +52.2% | +10.8% | +41.4% | +56.1% |
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