+40.6%
REGN vs DOCU
+10.7%
+30.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -5.9% | -3.4% | -2.5% | -5.9% |
| 30D | +22.7% | +9.3% | +13.5% | +22.9% |
| 3M | +13.5% | +30.2% | -16.7% | +14.1% |
| 6M | +28.5% | +62.1% | -33.6% | +29.6% |
| YTD | +19.1% | +13.5% | +5.6% | +25.0% |
| 1Y | +40.6% | +11.5% | +29.1% | +47.4% |
| All | +40.6% | +10.7% | +30.0% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling