+212.8%
SPY vs DOCU
+107.7%
+105.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.1% |
| 7D | -4.7% | -3.2% | -1.5% | -4.3% |
| 30D | -5.9% | +15.7% | -21.6% | -8.0% |
| 3M | -4.5% | +37.3% | -41.8% | -9.2% |
| 6M | +1.8% | +63.1% | -61.3% | -6.2% |
| YTD | +8.3% | +15.4% | -7.0% | +4.6% |
| 1Y | +9.3% | +11.3% | -2.0% | +6.0% |
| 3Y | +74.9% | +92.1% | -17.2% | +51.3% |
| 5Y | +67.3% | -70.5% | +137.8% | +74.9% |
| All | +212.8% | +107.7% | +105.1% | +131.2% |
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