+52.5%
SOXX vs DOCU
+11.6%
+40.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -13.7% | -3.7% | -10.0% | -14.2% |
| 30D | -23.6% | +15.0% | -38.5% | -21.7% |
| 3M | -16.9% | +39.9% | -56.8% | -12.0% |
| 6M | -2.4% | +66.2% | -68.6% | +7.3% |
| YTD | +49.8% | +17.7% | +32.1% | +66.8% |
| 1Y | +52.5% | +13.7% | +38.8% | +71.1% |
| All | +52.5% | +11.6% | +40.9% | +71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling