+451.7%
P vs DOCU
+111.8%
+339.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | -19.4% | -3.7% | -15.6% | -18.5% |
| 30D | -22.3% | +15.0% | -37.3% | -25.6% |
| 3M | +33.2% | +39.9% | -6.7% | +19.6% |
| 6M | +53.6% | +66.2% | -12.5% | +29.4% |
| YTD | +66.8% | +17.7% | +49.1% | +53.5% |
| 1Y | +17.5% | +13.7% | +3.8% | +8.9% |
| 3Y | +219.7% | +95.9% | +123.8% | +145.8% |
| 5Y | +307.8% | -71.7% | +379.4% | +374.9% |
| All | +451.7% | +111.8% | +339.8% | +223.6% |
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