+1,449.6%
NET vs DOCU
+8.6%
+1,441.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -4.2% |
| 7D | -7.0% | +6.9% | -13.9% | -10.7% |
| 30D | -4.8% | +19.0% | -23.8% | -14.5% |
| 3M | +3.8% | +34.3% | -30.5% | -14.6% |
| 6M | +50.0% | +48.0% | +2.0% | +16.6% |
| YTD | +41.5% | 0.0% | +41.5% | +37.0% |
| 1Y | +32.8% | -10.3% | +43.1% | +35.1% |
| 3Y | +335.9% | +32.4% | +303.5% | +205.4% |
| 5Y | +113.8% | -77.9% | +191.8% | +261.4% |
| All | +1,449.6% | +8.6% | +1,441.0% | +1,051.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling