+59.8%
IDXX vs DOCU
+87.9%
-28.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.0% |
| 7D | +22.6% | -5.5% | +28.2% | +23.6% |
| 30D | +33.4% | +12.6% | +20.8% | +31.0% |
| 3M | +14.6% | +36.4% | -21.8% | +9.0% |
| 6M | +16.7% | +66.8% | -50.1% | +7.4% |
| YTD | -0.1% | +13.5% | -13.5% | -3.4% |
| 1Y | -5.3% | +11.3% | -16.6% | -8.3% |
| 3Y | +59.8% | +92.1% | -32.2% | +36.1% |
| All | +59.8% | +87.9% | -28.1% | +36.1% |
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 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