+195.4%
REGN vs DOCU
+104.4%
+91.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -5.9% | -3.4% | -2.5% | -5.6% |
| 30D | +22.7% | +9.3% | +13.5% | +21.6% |
| 3M | +13.5% | +30.2% | -16.7% | +10.2% |
| 6M | +28.5% | +62.1% | -33.6% | +21.4% |
| YTD | +19.1% | +13.5% | +5.6% | +16.5% |
| 1Y | +40.6% | +11.5% | +29.1% | +37.6% |
| 3Y | +15.7% | +89.5% | -73.8% | +3.0% |
| 5Y | +48.6% | -69.6% | +118.2% | +58.9% |
| All | +195.4% | +104.4% | +91.0% | +101.6% |
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