-64.2%
SNAP vs DOCU
+107.7%
-171.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.0% | -12.1% | -13.1% |
| 7D | -10.4% | -3.2% | -7.2% | -9.0% |
| 30D | -11.9% | +15.7% | -27.6% | -17.7% |
| 3M | -4.5% | +37.3% | -41.8% | -18.2% |
| 6M | -16.7% | +63.1% | -79.8% | -34.9% |
| YTD | -36.9% | +15.4% | -52.3% | -42.7% |
| 1Y | -30.3% | +11.3% | -41.6% | -36.0% |
| 3Y | -52.5% | +92.1% | -144.6% | -68.7% |
| 5Y | -90.4% | -70.5% | -19.9% | -87.6% |
| All | -64.2% | +107.7% | -171.9% | -79.6% |
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