+136.0%
FOXA vs DOCU
+88.2%
+47.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +7.9% | -4.8% | +12.6% | +8.6% |
| 30D | +8.5% | +9.4% | -0.9% | +7.0% |
| 3M | +6.2% | +29.0% | -22.8% | +2.0% |
| 6M | +8.0% | +62.3% | -54.3% | -0.1% |
| YTD | -6.5% | +13.7% | -20.2% | -9.6% |
| 1Y | +3.6% | +11.5% | -8.0% | +0.2% |
| 3Y | +136.0% | +94.2% | +41.8% | +97.0% |
| All | +136.0% | +88.2% | +47.8% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling