+55.3%
SOXX vs DOCU
+18.5%
+36.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.4% | -3.5% |
| 7D | +9.4% | +4.1% | +5.3% | +10.1% |
| 30D | -13.8% | +7.4% | -21.1% | -12.7% |
| 3M | -18.6% | +26.0% | -44.6% | -15.1% |
| 6M | -15.1% | +79.2% | -94.3% | -5.6% |
| YTD | +49.0% | +18.1% | +30.9% | +64.0% |
| 1Y | +55.3% | +20.5% | +34.8% | +70.7% |
| All | +55.3% | +18.5% | +36.8% | +70.7% |
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 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