+255.0%
LIN vs DOCU
+80.0%
+175.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.3% |
| 7D | -2.1% | +6.9% | -9.0% | -2.8% |
| 30D | -2.4% | +19.0% | -21.4% | -4.3% |
| 3M | -5.6% | +34.3% | -39.9% | -8.7% |
| 6M | -3.4% | +48.0% | -51.4% | -8.0% |
| YTD | +13.1% | 0.0% | +13.1% | +12.2% |
| 1Y | +2.5% | -10.3% | +12.7% | +2.5% |
| 3Y | +27.6% | +32.4% | -4.8% | +19.2% |
| 5Y | +63.0% | -77.9% | +141.0% | +74.4% |
| All | +255.0% | +80.0% | +175.0% | +179.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling