+218.0%
LOW vs DOCU
+110.9%
+107.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +0.1% | +1.6% | -1.5% | -0.2% |
| 30D | +21.3% | +10.8% | +10.4% | +19.2% |
| 3M | +6.0% | +38.0% | -32.0% | +0.4% |
| 6M | +2.6% | +77.4% | -74.8% | -7.1% |
| YTD | -3.6% | +17.2% | -20.8% | -7.5% |
| 1Y | -1.0% | +15.6% | -16.5% | -4.9% |
| 3Y | +24.2% | +95.6% | -71.4% | +5.3% |
| 5Y | +6.3% | -69.7% | +76.0% | +11.4% |
| All | +218.0% | +110.9% | +107.0% | +105.4% |
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