+208.1%
REGN vs DOCU
+112.5%
+95.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.4% |
| 7D | +5.7% | +4.1% | +1.6% | +5.2% |
| 30D | +22.8% | +7.4% | +15.4% | +21.8% |
| 3M | +18.7% | +26.0% | -7.3% | +15.7% |
| 6M | +33.1% | +79.2% | -46.1% | +24.5% |
| YTD | +24.3% | +18.1% | +6.2% | +21.1% |
| 1Y | +38.2% | +20.5% | +17.7% | +34.2% |
| 3Y | +21.1% | +96.4% | -75.3% | +7.4% |
| 5Y | +52.8% | -69.5% | +122.3% | +63.8% |
| All | +208.1% | +112.5% | +95.6% | +109.4% |
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