-40.9%
INFY vs DOCU
-69.1%
+28.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -4.0% | +1.6% | -5.5% | -4.3% |
| 30D | +7.8% | +10.8% | -3.0% | +5.9% |
| 3M | +0.1% | +38.0% | -37.9% | -5.4% |
| 6M | +4.2% | +77.4% | -73.2% | -5.4% |
| YTD | -29.5% | +17.2% | -46.7% | -32.4% |
| 1Y | -26.5% | +15.6% | -42.1% | -29.5% |
| 3Y | -19.8% | +95.6% | -115.4% | -30.3% |
| 5Y | -40.9% | -69.7% | +28.8% | -41.6% |
| All | -40.9% | -69.1% | +28.1% | -41.6% |
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 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