+257.1%
IDXX vs DOCU
+112.5%
+144.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | +4.2% | +4.1% | +0.1% | +3.2% |
| 30D | +33.1% | +7.4% | +25.8% | +30.7% |
| 3M | +24.2% | +26.0% | -1.8% | +16.8% |
| 6M | +33.2% | +79.2% | -46.0% | +14.0% |
| YTD | +4.1% | +18.1% | -14.0% | -2.3% |
| 1Y | +0.4% | +20.5% | -20.1% | -6.4% |
| 3Y | +62.9% | +96.4% | -33.5% | +25.6% |
| 5Y | +12.1% | -69.5% | +81.6% | +23.2% |
| All | +257.1% | +112.5% | +144.6% | +141.7% |
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