+400.7%
JBL vs DOCU
-78.0%
+478.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +1.0% |
| 7D | +3.0% | +6.9% | -3.9% | +2.0% |
| 30D | -8.3% | +19.0% | -27.3% | -10.8% |
| 3M | -16.9% | +34.3% | -51.2% | -21.2% |
| 6M | +21.8% | +48.0% | -26.2% | +12.6% |
| YTD | +36.3% | 0.0% | +36.3% | +34.6% |
| 1Y | +49.5% | -10.3% | +59.8% | +50.0% |
| 3Y | +170.6% | +32.4% | +138.2% | +144.5% |
| All | +400.7% | -78.0% | +478.7% | +422.7% |
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 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