+30.4%
INTC vs DOCU
+104.4%
-73.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -4.0% | -3.4% | -0.6% | -3.4% |
| 30D | -44.5% | +9.3% | -53.7% | -45.5% |
| 3M | -40.4% | +30.2% | -70.6% | -43.7% |
| 6M | -53.5% | +62.1% | -115.6% | -58.5% |
| YTD | +57.5% | +13.5% | +44.0% | +49.8% |
| 1Y | +51.2% | +11.5% | +39.7% | +44.0% |
| 3Y | +51.6% | +89.5% | -37.9% | +24.3% |
| 5Y | +23.5% | -69.6% | +93.1% | +32.9% |
| All | +30.4% | +104.4% | -73.9% | -18.3% |
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