+21.1%
REGN vs DOCU
+98.0%
-77.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.4% |
| 7D | +5.7% | +4.1% | +1.6% | +5.5% |
| 30D | +22.8% | +7.4% | +15.4% | +22.5% |
| 3M | +18.7% | +26.0% | -7.3% | +18.0% |
| 6M | +33.1% | +79.2% | -46.1% | +30.9% |
| YTD | +24.3% | +18.1% | +6.2% | +24.3% |
| 1Y | +38.2% | +20.5% | +17.7% | +38.1% |
| 3Y | +21.1% | +96.4% | -75.3% | +21.2% |
| All | +21.1% | +98.0% | -77.0% | +21.2% |
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