+52.4%
JNJ vs DOCU
+10.7%
+41.7%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +5.5% | -3.4% | +8.8% | +5.3% |
| 30D | +7.4% | +9.3% | -1.9% | +8.0% |
| 3M | +7.8% | +30.2% | -22.4% | +9.7% |
| 6M | +28.2% | +62.1% | -33.9% | +33.0% |
| YTD | +37.9% | +13.5% | +24.3% | +41.1% |
| 1Y | +52.4% | +11.5% | +40.9% | +55.9% |
| All | +52.4% | +10.7% | +41.7% | +55.9% |
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