+187.9%
SHW vs DOCU
+80.0%
+107.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | 0.0% |
| 7D | -3.2% | +6.9% | -10.1% | -4.1% |
| 30D | -9.5% | +19.0% | -28.5% | -11.7% |
| 3M | +11.5% | +34.3% | -22.8% | +6.9% |
| 6M | -3.5% | +48.0% | -51.6% | -9.2% |
| YTD | +3.7% | 0.0% | +3.7% | +2.6% |
| 1Y | -7.9% | -10.3% | +2.4% | -7.9% |
| 3Y | +24.7% | +32.4% | -7.7% | +15.1% |
| 5Y | +13.6% | -77.9% | +91.5% | +21.5% |
| All | +187.9% | +80.0% | +107.9% | +120.9% |
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 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