+610.6%
FLEX vs DOCU
+104.2%
+506.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.7% | +6.2% | +4.8% |
| 7D | -19.3% | -5.5% | -13.8% | -18.6% |
| 30D | -41.5% | +12.6% | -54.2% | -42.8% |
| 3M | -43.1% | +36.4% | -79.5% | -46.5% |
| 6M | -48.2% | +66.8% | -115.0% | -53.6% |
| YTD | +15.5% | +13.5% | +2.0% | +10.1% |
| 1Y | +10.2% | +11.3% | -1.1% | +5.4% |
| 3Y | +256.8% | +92.1% | +164.8% | +195.5% |
| 5Y | +408.2% | -71.0% | +479.2% | +449.1% |
| All | +610.6% | +104.2% | +506.4% | +379.0% |
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