+50.3%
INTC vs DOCU
+87.9%
-37.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.7% | +9.4% | +7.9% |
| 7D | -14.4% | -5.5% | -8.9% | -13.9% |
| 30D | -50.2% | +12.6% | -62.9% | -50.9% |
| 3M | -43.6% | +36.4% | -80.0% | -45.7% |
| 6M | -50.2% | +66.8% | -117.0% | -53.9% |
| YTD | +52.5% | +13.5% | +39.1% | +51.3% |
| 1Y | +51.1% | +11.3% | +39.8% | +50.2% |
| 3Y | +50.3% | +92.1% | -41.8% | +25.8% |
| All | +50.3% | +87.9% | -37.6% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling