+94.4%
FOXA vs DOCU
+35.7%
+58.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.1% | -1.4% |
| 7D | +5.4% | -5.5% | +10.9% | +5.9% |
| 30D | +6.3% | +12.6% | -6.4% | +5.1% |
| 3M | +8.3% | +36.4% | -28.1% | +5.2% |
| 6M | +7.6% | +66.8% | -59.2% | +2.5% |
| YTD | -7.9% | +13.5% | -21.4% | -9.8% |
| 1Y | +2.4% | +11.3% | -8.9% | +0.4% |
| 3Y | +120.3% | +92.1% | +28.3% | +105.9% |
| 5Y | +71.0% | -71.0% | +142.0% | +61.3% |
| All | +94.4% | +35.7% | +58.7% | +58.2% |
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