+165.3%
INTC vs DOCU
+33.7%
+131.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +4.0% |
| 7D | +7.1% | +6.9% | +0.2% | +6.2% |
| 30D | -5.2% | +19.0% | -24.2% | -7.3% |
| 3M | -14.3% | +34.3% | -48.6% | -17.8% |
| 6M | +110.2% | +48.0% | +62.2% | +96.2% |
| YTD | +159.6% | 0.0% | +159.6% | +161.3% |
| 1Y | +289.3% | -10.3% | +299.5% | +298.8% |
| All | +165.3% | +33.7% | +131.7% | +122.2% |
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