+414.8%
FAST vs DOCU
+107.7%
+307.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.3% |
| 7D | +0.7% | -3.2% | +3.9% | +1.1% |
| 30D | +4.6% | +15.7% | -11.0% | +2.7% |
| 3M | +6.4% | +37.3% | -30.9% | +1.9% |
| 6M | +20.6% | +63.1% | -42.5% | +12.6% |
| YTD | +34.7% | +15.4% | +19.3% | +30.7% |
| 1Y | +29.7% | +11.3% | +18.3% | +26.3% |
| 3Y | +89.9% | +92.1% | -2.1% | +66.1% |
| 5Y | +105.0% | -70.5% | +175.5% | +115.9% |
| All | +414.8% | +107.7% | +307.1% | +274.4% |
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