+91.7%
FOXA vs DOCU
+40.1%
+51.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -2.9% | +1.6% | -4.5% | -3.0% |
| 30D | +5.1% | +10.8% | -5.7% | +4.2% |
| 3M | +4.7% | +38.0% | -33.3% | +1.6% |
| 6M | -0.2% | +77.4% | -77.6% | -5.5% |
| YTD | -9.2% | +17.2% | -26.4% | -11.3% |
| 1Y | -0.6% | +15.6% | -16.2% | -2.8% |
| 3Y | +125.7% | +95.6% | +30.1% | +110.5% |
| 5Y | +70.2% | -69.7% | +139.9% | +60.1% |
| All | +91.7% | +40.1% | +51.5% | +55.5% |
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 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