+38.5%
SHEL vs DOCU
+10.1%
+28.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.6% | -1.1% |
| 7D | -8.8% | -5.5% | -3.3% | -9.0% |
| 30D | +2.3% | +12.6% | -10.3% | +2.9% |
| 3M | +11.6% | +36.4% | -24.8% | +13.5% |
| 6M | +15.7% | +66.8% | -51.1% | +19.3% |
| YTD | +38.6% | +13.5% | +25.1% | +37.9% |
| 1Y | +38.5% | +11.3% | +27.2% | +38.2% |
| All | +38.5% | +10.1% | +28.4% | +38.2% |
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 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