+469.6%
GOOG vs DOCU
+110.9%
+358.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.2% | -1.2% | +1.4% |
| 7D | +1.2% | -0.4% | +1.6% | +1.2% |
| 30D | -16.7% | +12.9% | -29.7% | -18.8% |
| 3M | -15.2% | +35.1% | -50.3% | -20.7% |
| 6M | -24.8% | +76.2% | -101.0% | -33.9% |
| YTD | -7.2% | +17.2% | -24.4% | -12.0% |
| 1Y | -0.1% | +16.4% | -16.5% | -5.4% |
| 3Y | +118.8% | +95.6% | +23.3% | +75.4% |
| 5Y | +99.9% | -68.5% | +168.4% | +112.8% |
| All | +469.6% | +110.9% | +358.7% | +267.7% |
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