+136.8%
GOOGL vs DOCU
-78.0%
+214.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.8% |
| 7D | -2.3% | +6.9% | -9.2% | -3.6% |
| 30D | -6.6% | +19.0% | -25.5% | -10.0% |
| 3M | -8.9% | +34.3% | -43.2% | -14.7% |
| 6M | +11.9% | +48.0% | -36.1% | +2.0% |
| YTD | +8.3% | 0.0% | +8.3% | +6.7% |
| 1Y | +46.2% | -10.3% | +56.5% | +46.4% |
| 3Y | +151.9% | +32.4% | +119.5% | +120.0% |
| All | +136.8% | -78.0% | +214.8% | +149.1% |
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