+105.1%
FAST vs DOCU
-71.6%
+176.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +3.4% | -3.7% | +7.1% | +3.8% |
| 30D | +5.5% | +15.0% | -9.4% | +4.0% |
| 3M | +7.6% | +39.9% | -32.3% | +3.7% |
| 6M | +19.8% | +66.2% | -46.3% | +13.1% |
| YTD | +35.5% | +17.7% | +17.8% | +32.1% |
| 1Y | +31.6% | +13.7% | +17.9% | +28.8% |
| 3Y | +91.0% | +95.9% | -4.9% | +70.1% |
| 5Y | +105.1% | -71.7% | +176.8% | +92.5% |
| All | +105.1% | -71.6% | +176.7% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling