+33.3%
SHEL vs DOCU
-9.0%
+42.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.8% |
| 7D | +2.2% | +6.9% | -4.6% | +2.5% |
| 30D | +6.8% | +19.0% | -12.2% | +7.6% |
| 3M | +8.1% | +34.3% | -26.2% | +9.5% |
| 6M | +14.4% | +48.0% | -33.6% | +16.6% |
| YTD | +30.0% | 0.0% | +30.0% | +30.6% |
| 1Y | +33.3% | -10.3% | +43.6% | +33.8% |
| All | +33.3% | -9.0% | +42.4% | +33.8% |
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 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