+80.6%
INFY vs DOCU
+104.2%
-23.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -2.1% |
| 7D | -0.4% | -5.5% | +5.2% | +0.5% |
| 30D | +18.5% | +12.6% | +5.8% | +16.3% |
| 3M | +1.1% | +36.4% | -35.3% | -3.7% |
| 6M | +1.0% | +66.8% | -65.8% | -6.7% |
| YTD | -28.3% | +13.5% | -41.8% | -30.5% |
| 1Y | -21.1% | +11.3% | -32.4% | -23.3% |
| 3Y | -19.5% | +92.1% | -111.6% | -29.1% |
| 5Y | -37.5% | -71.0% | +33.5% | -34.8% |
| All | +80.6% | +104.2% | -23.7% | +44.6% |
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