+221.2%
SPY vs DOCU
+104.6%
+116.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +0.1% | -4.8% | +4.9% | +0.8% |
| 30D | -3.3% | +9.4% | -12.7% | -4.6% |
| 3M | -2.4% | +29.0% | -31.4% | -6.3% |
| 6M | +2.6% | +62.3% | -59.8% | -5.4% |
| YTD | +11.2% | +13.7% | -2.4% | +7.6% |
| 1Y | +13.4% | +11.5% | +1.8% | +9.8% |
| 3Y | +79.9% | +94.2% | -14.3% | +55.4% |
| 5Y | +72.2% | -71.7% | +143.9% | +81.2% |
| All | +221.2% | +104.6% | +116.6% | +138.0% |
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