+202.9%
SLV vs DOCU
+111.8%
+91.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.2% |
| 7D | -3.9% | -3.7% | -0.2% | -3.8% |
| 30D | -14.5% | +15.0% | -29.4% | -14.9% |
| 3M | -12.4% | +39.9% | -52.3% | -13.5% |
| 6M | -28.5% | +66.2% | -94.6% | -29.9% |
| YTD | -26.8% | +17.7% | -44.5% | -27.3% |
| 1Y | +10.3% | +13.7% | -3.3% | +9.7% |
| 3Y | +122.2% | +95.9% | +26.3% | +113.4% |
| 5Y | +114.4% | -71.7% | +186.0% | +115.5% |
| All | +202.9% | +111.8% | +91.0% | +197.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling