+287.4%
LIN vs DOCU
+107.7%
+179.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.5% |
| 7D | +3.6% | -3.2% | +6.8% | +3.9% |
| 30D | +6.4% | +15.7% | -9.3% | +4.8% |
| 3M | +6.5% | +37.3% | -30.8% | +2.8% |
| 6M | +4.9% | +63.1% | -58.3% | -1.0% |
| YTD | +23.4% | +15.4% | +8.1% | +20.5% |
| 1Y | +26.3% | +11.3% | +15.0% | +23.7% |
| 3Y | +38.0% | +92.1% | -54.1% | +23.5% |
| 5Y | +68.0% | -70.5% | +138.5% | +74.1% |
| All | +287.4% | +107.7% | +179.8% | +200.4% |
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