+34.1%
FITB vs DOCU
+11.6%
+22.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +2.3% | -3.7% | +6.0% | +2.4% |
| 30D | +7.7% | +15.0% | -7.2% | +7.4% |
| 3M | -4.5% | +39.9% | -44.4% | -5.1% |
| 6M | +12.5% | +66.2% | -53.7% | +10.8% |
| YTD | +19.8% | +17.7% | +2.1% | +21.0% |
| 1Y | +34.1% | +13.7% | +20.5% | +37.1% |
| All | +34.1% | +11.6% | +22.5% | +37.1% |
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