+1.2%
REGN vs DOCU
+31.0%
-29.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -2.0% |
| 7D | +4.2% | +6.9% | -2.7% | +4.0% |
| 30D | +7.8% | +19.0% | -11.2% | +7.3% |
| 3M | +31.8% | +34.3% | -2.5% | +30.5% |
| 6M | +5.4% | +48.0% | -42.6% | +3.9% |
| YTD | +7.7% | 0.0% | +7.6% | +8.1% |
| 1Y | +46.7% | -10.3% | +56.9% | +47.9% |
| All | +1.2% | +31.0% | -29.8% | -3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling