+21.7%
JBL vs DOCU
+15.6%
+6.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +10.0% | +1.6% | +8.4% | +10.3% |
| 30D | -18.2% | +10.8% | -29.1% | -16.6% |
| 3M | -29.0% | +38.0% | -66.9% | -24.6% |
| 6M | -25.9% | +77.4% | -103.3% | -17.6% |
| YTD | +14.1% | +17.2% | -3.1% | +26.1% |
| 1Y | +21.7% | +15.6% | +6.1% | +34.5% |
| All | +21.7% | +15.6% | +6.1% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling