+2,070.0%
STRL vs DOCU
+107.7%
+1,962.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -2.0% | -11.9% | -13.6% |
| 7D | -34.6% | -3.2% | -31.4% | -34.3% |
| 30D | -56.7% | +15.7% | -72.3% | -57.5% |
| 3M | -54.4% | +37.3% | -91.7% | -56.5% |
| 6M | -69.7% | +63.1% | -132.8% | -72.2% |
| YTD | -20.2% | +15.4% | -35.6% | -23.4% |
| 1Y | -40.6% | +11.3% | -51.9% | -42.6% |
| 3Y | +221.7% | +92.1% | +129.6% | +178.9% |
| 5Y | +799.0% | -70.5% | +869.5% | +849.9% |
| All | +2,070.0% | +107.7% | +1,962.3% | +1,119.9% |
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