+460.6%
GOOG vs DOCU
+104.6%
+356.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | +2.9% | -4.8% | +7.6% | +3.9% |
| 30D | -17.8% | +9.4% | -27.2% | -19.3% |
| 3M | -19.0% | +29.0% | -48.1% | -23.6% |
| 6M | -27.9% | +62.3% | -90.2% | -35.6% |
| YTD | -8.7% | +13.7% | -22.3% | -12.9% |
| 1Y | +2.5% | +11.5% | -9.0% | -2.0% |
| 3Y | +119.2% | +94.2% | +25.1% | +75.9% |
| 5Y | +93.4% | -71.7% | +165.2% | +110.7% |
| All | +460.6% | +104.6% | +356.0% | +264.1% |
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