+165.7%
SLV vs DOCU
-78.0%
+243.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.3% |
| 7D | -0.3% | +6.9% | -7.2% | -0.5% |
| 30D | +6.7% | +19.0% | -12.3% | +6.1% |
| 3M | -10.7% | +34.3% | -45.0% | -11.6% |
| 6M | -20.6% | +48.0% | -68.6% | -21.7% |
| YTD | -7.1% | 0.0% | -7.2% | -7.1% |
| 1Y | +62.0% | -10.3% | +72.3% | +62.7% |
| 3Y | +169.8% | +32.4% | +137.4% | +163.5% |
| All | +165.7% | -78.0% | +243.7% | +150.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling