+69.4%
LIN vs DOCU
-71.6%
+141.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +3.3% | -3.7% | +7.0% | +3.6% |
| 30D | +8.8% | +15.0% | -6.2% | +7.3% |
| 3M | +8.6% | +39.9% | -31.3% | +5.0% |
| 6M | +7.0% | +66.2% | -59.1% | +1.4% |
| YTD | +24.3% | +17.7% | +6.6% | +21.6% |
| 1Y | +27.3% | +13.7% | +13.6% | +24.8% |
| 3Y | +38.9% | +95.9% | -57.0% | +24.3% |
| 5Y | +69.4% | -71.7% | +141.0% | +65.2% |
| All | +69.4% | -71.6% | +141.0% | +65.2% |
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