+118.8%
GOOGL vs DOCU
+94.3%
+24.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +2.6% | -3.4% | +6.0% | +3.0% |
| 30D | -18.3% | +9.3% | -27.5% | -19.1% |
| 3M | -19.6% | +30.2% | -49.8% | -22.2% |
| 6M | -28.2% | +62.1% | -90.3% | -32.5% |
| YTD | -8.0% | +13.5% | -21.5% | -9.7% |
| 1Y | -0.7% | +11.5% | -12.2% | -2.4% |
| 3Y | +118.8% | +89.5% | +29.3% | +117.4% |
| All | +118.8% | +94.3% | +24.5% | +117.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling