-4.9%
SHOP vs DOCU
+11.6%
-16.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.2% | +7.2% |
| 7D | -9.0% | -3.7% | -5.3% | -7.1% |
| 30D | -4.4% | +15.0% | -19.4% | -11.9% |
| 3M | +24.1% | +39.9% | -15.8% | +0.6% |
| 6M | +20.0% | +66.2% | -46.2% | -13.2% |
| YTD | -4.9% | +17.7% | -22.6% | -21.6% |
| 1Y | -4.9% | +13.7% | -18.6% | -19.9% |
| All | -4.9% | +11.6% | -16.5% | -19.9% |
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