+27.1%
SHW vs DOCU
+33.7%
-6.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.1% |
| 7D | -3.2% | +6.9% | -10.1% | -3.9% |
| 30D | -9.5% | +19.0% | -28.5% | -11.2% |
| 3M | +11.5% | +34.3% | -22.8% | +7.9% |
| 6M | -3.5% | +48.0% | -51.6% | -7.9% |
| YTD | +3.7% | 0.0% | +3.7% | +3.8% |
| 1Y | -7.9% | -10.3% | +2.4% | -6.8% |
| All | +27.1% | +33.7% | -6.5% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling