+883.5%
JBL vs DOCU
+104.4%
+779.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -8.1% | -3.4% | -4.7% | -7.6% |
| 30D | -18.4% | +9.3% | -27.7% | -19.6% |
| 3M | -25.8% | +30.2% | -56.0% | -29.1% |
| 6M | -29.6% | +62.1% | -91.8% | -35.7% |
| YTD | +9.6% | +13.5% | -3.9% | +5.5% |
| 1Y | +14.1% | +11.5% | +2.6% | +10.0% |
| 3Y | +95.9% | +89.5% | +6.4% | +66.9% |
| 5Y | +298.3% | -69.6% | +368.0% | +316.4% |
| All | +883.5% | +104.4% | +779.1% | +603.6% |
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