+10.6%
INTC vs DOCU
-71.9%
+82.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.0% | -8.4% | -10.0% |
| 7D | -43.2% | -3.2% | -40.0% | -43.0% |
| 30D | -53.6% | +15.7% | -69.2% | -54.7% |
| 3M | -48.3% | +37.3% | -85.6% | -51.2% |
| 6M | -51.7% | +63.1% | -114.8% | -56.4% |
| YTD | +41.6% | +15.4% | +26.2% | +35.7% |
| 1Y | +36.1% | +11.3% | +24.8% | +31.2% |
| 3Y | +39.3% | +92.1% | -52.8% | +16.1% |
| 5Y | +10.6% | -70.5% | +81.1% | +5.0% |
| All | +10.6% | -71.9% | +82.5% | +5.0% |
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