+123.7%
FOXA vs DOCU
+91.1%
+32.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.9% | -2.6% |
| 7D | +4.9% | -3.2% | +8.1% | +5.4% |
| 30D | +9.0% | +15.7% | -6.7% | +6.7% |
| 3M | +15.8% | +37.3% | -21.4% | +10.2% |
| 6M | +9.2% | +63.1% | -53.9% | +0.9% |
| YTD | -6.5% | +15.4% | -21.9% | -9.8% |
| 1Y | +5.4% | +11.3% | -5.9% | +2.1% |
| All | +123.7% | +91.1% | +32.7% | +82.9% |
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