+232.7%
LITE vs DOCU
+11.6%
+221.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.2% | -8.0% | -7.8% |
| 7D | -31.4% | -3.7% | -27.7% | -32.4% |
| 30D | -42.6% | +15.0% | -57.5% | -39.3% |
| 3M | -26.2% | +39.9% | -66.1% | -16.2% |
| 6M | -35.8% | +66.2% | -101.9% | -22.2% |
| YTD | +70.0% | +17.7% | +52.3% | +127.5% |
| 1Y | +232.7% | +13.7% | +219.1% | +352.9% |
| All | +232.7% | +11.6% | +221.1% | +352.9% |
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