+69.0%
INFY vs DOCU
+80.0%
-11.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.7% | -6.9% | -3.8% |
| 7D | -2.9% | +6.9% | -9.8% | -3.9% |
| 30D | -6.2% | +19.0% | -25.2% | -8.8% |
| 3M | -4.9% | +34.3% | -39.2% | -9.2% |
| 6M | -16.6% | +48.0% | -64.6% | -21.6% |
| YTD | -32.9% | 0.0% | -32.9% | -33.6% |
| 1Y | -26.9% | -10.3% | -16.6% | -26.8% |
| 3Y | -26.6% | +32.4% | -59.0% | -31.9% |
| 5Y | -44.1% | -77.9% | +33.9% | -39.4% |
| All | +69.0% | +80.0% | -11.0% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling