+115.0%
INTC vs DOCU
+80.0%
+34.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +3.8% |
| 7D | +7.1% | +6.9% | +0.2% | +5.7% |
| 30D | -5.2% | +19.0% | -24.2% | -8.4% |
| 3M | -14.3% | +34.3% | -48.6% | -19.9% |
| 6M | +110.2% | +48.0% | +62.2% | +90.8% |
| YTD | +159.6% | 0.0% | +159.6% | +154.2% |
| 1Y | +289.3% | -10.3% | +299.5% | +287.7% |
| 3Y | +166.1% | +32.4% | +133.7% | +135.6% |
| 5Y | +94.4% | -77.9% | +172.3% | +124.7% |
| All | +115.0% | +80.0% | +34.9% | +38.7% |
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