+32.7%
FITB vs DOCU
+18.5%
+14.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.4% | +1.1% |
| 7D | +2.8% | +4.1% | -1.3% | +2.7% |
| 30D | +9.8% | +7.4% | +2.4% | +9.6% |
| 3M | -5.2% | +26.0% | -31.2% | -5.4% |
| 6M | +17.3% | +79.2% | -61.9% | +15.5% |
| YTD | +19.3% | +18.1% | +1.2% | +20.0% |
| 1Y | +32.7% | +20.5% | +12.2% | +32.8% |
| All | +32.7% | +18.5% | +14.2% | +32.8% |
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