+1,045.9%
SHOP vs DOCU
+80.0%
+965.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -2.6% |
| 7D | -5.1% | +6.9% | -12.0% | -8.8% |
| 30D | +0.6% | +19.0% | -18.4% | -9.4% |
| 3M | +25.0% | +34.3% | -9.3% | +4.7% |
| 6M | +11.9% | +48.0% | -36.1% | -11.6% |
| YTD | -9.9% | 0.0% | -9.9% | -11.7% |
| 1Y | 0.0% | -10.3% | +10.2% | +2.9% |
| 3Y | +117.5% | +32.4% | +85.1% | +64.2% |
| 5Y | -6.6% | -77.9% | +71.3% | +60.5% |
| All | +1,045.9% | +80.0% | +965.8% | +590.6% |
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