+1,852.5%
LLY vs DOCU
+110.9%
+1,741.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | +0.1% |
| 7D | +1.4% | -0.4% | +1.8% | +1.4% |
| 30D | +21.5% | +12.9% | +8.6% | +20.5% |
| 3M | +18.5% | +35.1% | -16.6% | +15.9% |
| 6M | +49.1% | +76.2% | -27.1% | +43.0% |
| YTD | +34.4% | +17.2% | +17.2% | +32.2% |
| 1Y | +46.3% | +16.4% | +29.9% | +43.9% |
| 3Y | +145.5% | +95.6% | +49.9% | +131.3% |
| 5Y | +472.7% | -68.5% | +541.2% | +493.5% |
| All | +1,852.5% | +110.9% | +1,741.6% | +1,541.7% |
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