+201.0%
SLV vs DOCU
+104.2%
+96.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | -0.1% |
| 7D | +5.1% | -5.5% | +10.6% | +5.3% |
| 30D | -12.9% | +12.6% | -25.6% | -13.3% |
| 3M | -16.1% | +36.4% | -52.5% | -17.0% |
| 6M | -33.2% | +66.8% | -100.0% | -34.5% |
| YTD | -27.2% | +13.5% | -40.7% | -27.7% |
| 1Y | +7.6% | +11.3% | -3.7% | +7.0% |
| 3Y | +122.3% | +92.1% | +30.3% | +113.5% |
| 5Y | +109.7% | -71.0% | +180.7% | +110.5% |
| All | +201.0% | +104.2% | +96.8% | +196.4% |
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