+416.9%
SNPS vs DOCU
+107.7%
+309.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -4.3% |
| 7D | -10.2% | -3.2% | -7.0% | -9.3% |
| 30D | -12.8% | +15.7% | -28.5% | -16.7% |
| 3M | +9.9% | +37.3% | -27.4% | -0.6% |
| 6M | -12.4% | +63.1% | -75.5% | -25.4% |
| YTD | -6.3% | +15.4% | -21.6% | -12.3% |
| 1Y | +7.6% | +11.3% | -3.7% | +1.4% |
| 3Y | -9.8% | +92.1% | -101.8% | -30.6% |
| 5Y | +29.2% | -70.5% | +99.7% | +47.7% |
| All | +416.9% | +107.7% | +309.2% | +247.7% |
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