+464.0%
GOOGL vs DOCU
+104.6%
+359.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +3.3% | -4.8% | +8.1% | +4.3% |
| 30D | -18.1% | +9.4% | -27.4% | -19.6% |
| 3M | -18.6% | +29.0% | -47.6% | -23.2% |
| 6M | -28.0% | +62.3% | -90.3% | -35.7% |
| YTD | -7.8% | +13.7% | -21.4% | -12.0% |
| 1Y | +3.6% | +11.5% | -7.9% | -1.0% |
| 3Y | +123.4% | +94.2% | +29.2% | +79.2% |
| 5Y | +95.3% | -71.7% | +167.1% | +112.8% |
| All | +464.0% | +104.6% | +359.4% | +266.9% |
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 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