+256.3%
IDXX vs DOCU
+110.9%
+145.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.4% | +0.1% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | +34.1% | +12.9% | +21.2% | +30.0% |
| 3M | +19.8% | +35.1% | -15.3% | +10.6% |
| 6M | +32.1% | +76.2% | -44.1% | +13.5% |
| YTD | +3.9% | +17.2% | -13.3% | -2.3% |
| 1Y | -1.4% | +16.4% | -17.8% | -7.3% |
| 3Y | +63.9% | +95.6% | -31.7% | +26.4% |
| 5Y | +14.2% | -68.5% | +82.7% | +24.5% |
| All | +256.3% | +110.9% | +145.4% | +141.6% |
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