+504.0%
STRL vs DOCU
+33.7%
+470.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.7% | +2.1% | +5.4% |
| 7D | +3.4% | +6.9% | -3.5% | +2.8% |
| 30D | -9.2% | +19.0% | -28.2% | -10.6% |
| 3M | -51.0% | +34.3% | -85.3% | -52.7% |
| 6M | +15.8% | +48.0% | -32.2% | +8.2% |
| YTD | +58.9% | 0.0% | +58.8% | +62.8% |
| 1Y | +68.5% | -10.3% | +78.8% | +77.4% |
| All | +504.0% | +33.7% | +470.4% | +437.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling