+1,381.0%
NET vs DOCU
+27.8%
+1,353.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.7% | -2.7% |
| 7D | -16.4% | -3.7% | -12.7% | -14.5% |
| 30D | -25.8% | +15.0% | -40.8% | -32.2% |
| 3M | -11.5% | +39.9% | -51.4% | -28.6% |
| 6M | +18.9% | +66.2% | -47.2% | -14.8% |
| YTD | +35.2% | +17.7% | +17.5% | +17.5% |
| 1Y | +14.5% | +13.7% | +0.8% | +1.1% |
| 3Y | +313.8% | +95.9% | +217.9% | +123.0% |
| 5Y | +32.6% | -71.7% | +104.2% | +92.4% |
| All | +1,381.0% | +27.8% | +1,353.2% | +887.5% |
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