+1,076.0%
SHOP vs DOCU
+104.2%
+971.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.2% | +4.5% |
| 7D | -5.4% | -5.5% | +0.1% | -2.3% |
| 30D | -10.3% | +12.6% | -23.0% | -16.4% |
| 3M | +1.0% | +36.4% | -35.4% | -16.5% |
| 6M | +41.2% | +66.8% | -25.6% | +3.8% |
| YTD | -7.5% | +13.5% | -21.0% | -16.4% |
| 1Y | -4.6% | +11.3% | -15.9% | -13.1% |
| 3Y | +146.4% | +92.1% | +54.4% | +48.3% |
| 5Y | -2.5% | -71.0% | +68.4% | +43.6% |
| All | +1,076.0% | +104.2% | +971.8% | +554.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling