+161.3%
REGN vs DOCU
+71.3%
+90.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -1.6% |
| 7D | -1.6% | +0.7% | -2.3% | -1.7% |
| 30D | +3.4% | +8.0% | -4.6% | +2.5% |
| 3M | +32.7% | +41.0% | -8.3% | +27.7% |
| 6M | +6.9% | +33.7% | -26.7% | +2.9% |
| YTD | +5.4% | -4.9% | +10.2% | +5.1% |
| 1Y | +45.8% | -20.4% | +66.2% | +47.8% |
| 3Y | -1.5% | +29.6% | -31.1% | -8.4% |
| 5Y | +22.2% | -76.9% | +99.1% | +35.4% |
| All | +161.3% | +71.3% | +90.0% | +81.8% |
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