+2,471.6%
STRL vs DOCU
+104.4%
+2,367.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -19.8% | -3.4% | -16.5% | -19.5% |
| 30D | -43.6% | +9.3% | -52.8% | -44.3% |
| 3M | -45.2% | +30.2% | -75.4% | -47.4% |
| 6M | -65.7% | +62.1% | -127.9% | -68.6% |
| YTD | -5.4% | +13.5% | -19.0% | -9.0% |
| 1Y | -24.7% | +11.5% | -36.2% | -27.3% |
| 3Y | +335.0% | +89.5% | +245.5% | +277.9% |
| 5Y | +915.3% | -69.6% | +984.9% | +967.8% |
| All | +2,471.6% | +104.4% | +2,367.2% | +1,348.4% |
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