+4,220.5%
STRL vs DOCU
+80.0%
+4,140.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.7% | +2.1% | +5.3% |
| 7D | +3.4% | +6.9% | -3.5% | +2.5% |
| 30D | -9.2% | +19.0% | -28.2% | -11.5% |
| 3M | -51.0% | +34.3% | -85.3% | -53.5% |
| 6M | +15.8% | +48.0% | -32.2% | +7.1% |
| YTD | +58.9% | 0.0% | +58.8% | +56.0% |
| 1Y | +68.5% | -10.3% | +78.8% | +68.3% |
| 3Y | +485.2% | +32.4% | +452.8% | +437.1% |
| 5Y | +2,005.1% | -77.9% | +2,083.0% | +2,223.1% |
| All | +4,220.5% | +80.0% | +4,140.5% | +2,384.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling