+56.6%
T vs DOCU
+104.2%
-47.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | +1.0% | -5.5% | +6.6% | +1.2% |
| 30D | -10.6% | +12.6% | -23.2% | -10.9% |
| 3M | -7.7% | +36.4% | -44.1% | -8.6% |
| 6M | -13.3% | +66.8% | -80.1% | -14.6% |
| YTD | -8.8% | +13.5% | -22.2% | -9.2% |
| 1Y | -8.4% | +11.3% | -19.7% | -8.8% |
| 3Y | +59.6% | +92.1% | -32.4% | +54.0% |
| 5Y | +52.1% | -71.0% | +123.1% | +50.8% |
| All | +56.6% | +104.2% | -47.6% | +33.3% |
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