+142.7%
EXE vs DOCU
-69.4%
+212.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.1% |
| 7D | -5.6% | -3.2% | -2.4% | -5.4% |
| 30D | -3.3% | +15.7% | -19.0% | -4.5% |
| 3M | -5.5% | +37.3% | -42.7% | -8.1% |
| 6M | -13.4% | +63.1% | -76.5% | -17.3% |
| YTD | -21.3% | +15.4% | -36.7% | -22.7% |
| 1Y | -20.7% | +11.3% | -32.0% | -22.0% |
| 3Y | +3.9% | +92.1% | -88.2% | -4.6% |
| 5Y | +63.7% | -70.5% | +134.2% | +58.4% |
| All | +142.7% | -69.4% | +212.1% | +131.3% |
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