+457.4%
GOOGL vs DOCU
+104.2%
+353.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.1% |
| 7D | +1.8% | -5.5% | +7.3% | +2.9% |
| 30D | -18.8% | +12.6% | -31.4% | -20.8% |
| 3M | -20.3% | +36.4% | -56.7% | -25.7% |
| 6M | -28.4% | +66.8% | -95.2% | -36.4% |
| YTD | -8.8% | +13.5% | -22.3% | -13.0% |
| 1Y | +0.3% | +11.3% | -11.0% | -4.1% |
| 3Y | +120.7% | +92.1% | +28.7% | +77.6% |
| 5Y | +93.1% | -71.0% | +164.1% | +109.2% |
| All | +457.4% | +104.2% | +353.2% | +262.7% |
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