+2,022.6%
STRL vs DOCU
-78.0%
+2,100.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.7% | +2.1% | +5.3% |
| 7D | +3.4% | +6.9% | -3.5% | +2.6% |
| 30D | -9.2% | +19.0% | -28.2% | -11.4% |
| 3M | -51.0% | +34.3% | -85.3% | -53.4% |
| 6M | +15.8% | +48.0% | -32.2% | +7.3% |
| YTD | +58.9% | 0.0% | +58.8% | +57.1% |
| 1Y | +68.5% | -10.3% | +78.8% | +69.8% |
| 3Y | +485.2% | +32.4% | +452.8% | +437.9% |
| All | +2,022.6% | -78.0% | +2,100.5% | +2,043.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling