+132.6%
GOOG vs DOCU
-78.0%
+210.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.8% |
| 7D | -2.1% | +6.9% | -9.0% | -3.5% |
| 30D | -6.8% | +19.0% | -25.8% | -10.3% |
| 3M | -9.1% | +34.3% | -43.4% | -14.9% |
| 6M | +10.7% | +48.0% | -37.3% | +0.8% |
| YTD | +7.1% | 0.0% | +7.0% | +5.4% |
| 1Y | +44.6% | -10.3% | +54.9% | +44.8% |
| 3Y | +147.4% | +32.4% | +115.0% | +116.0% |
| All | +132.6% | -78.0% | +210.6% | +145.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling