-11.8%
SHOP vs DOCU
+11.4%
-23.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.0% | -4.1% | -5.0% |
| 7D | -13.9% | -3.2% | -10.7% | -12.2% |
| 30D | -12.6% | +15.7% | -28.3% | -19.6% |
| 3M | -0.3% | +37.3% | -37.6% | -18.3% |
| 6M | +33.6% | +63.1% | -29.6% | -2.3% |
| YTD | -10.7% | +15.4% | -26.1% | -25.5% |
| 1Y | -11.8% | +11.3% | -23.1% | -24.8% |
| All | -11.8% | +11.4% | -23.2% | -24.8% |
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