-39.3%
INFY vs DOCU
-71.0%
+31.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -2.1% |
| 7D | -0.4% | -5.5% | +5.2% | +0.6% |
| 30D | +18.5% | +12.6% | +5.8% | +16.1% |
| 3M | +1.1% | +36.4% | -35.3% | -4.2% |
| 6M | +1.0% | +66.8% | -65.8% | -7.4% |
| YTD | -28.3% | +13.5% | -41.8% | -30.9% |
| 1Y | -21.1% | +11.3% | -32.4% | -23.7% |
| 3Y | -19.5% | +92.1% | -111.6% | -29.8% |
| All | -39.3% | -71.0% | +31.8% | -39.4% |
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