+1,753.9%
LLY vs DOCU
+107.7%
+1,646.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.6% |
| 7D | -0.7% | -3.2% | +2.6% | -0.4% |
| 30D | +17.9% | +15.7% | +2.2% | +16.7% |
| 3M | +16.8% | +37.3% | -20.5% | +14.2% |
| 6M | +38.4% | +63.1% | -24.7% | +33.4% |
| YTD | +27.6% | +15.4% | +12.2% | +25.7% |
| 1Y | +48.3% | +11.3% | +37.0% | +46.3% |
| 3Y | +145.4% | +92.1% | +53.3% | +131.5% |
| 5Y | +438.9% | -70.5% | +509.4% | +461.2% |
| All | +1,753.9% | +107.7% | +1,646.3% | +1,460.5% |
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