+177.3%
TEAM vs DOCU
+104.2%
+73.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.7% | -14.5% | -15.3% |
| 7D | -19.8% | -5.5% | -14.3% | -17.2% |
| 30D | -21.5% | +12.6% | -34.1% | -26.3% |
| 3M | +39.5% | +36.4% | +3.1% | +19.2% |
| 6M | +73.1% | +66.8% | +6.3% | +34.7% |
| YTD | -5.2% | +13.5% | -18.7% | -9.3% |
| 1Y | -1.6% | +11.3% | -12.9% | -5.4% |
| 3Y | -11.4% | +92.1% | -103.5% | -38.5% |
| 5Y | -65.1% | -71.0% | +5.9% | -51.4% |
| All | +177.3% | +104.2% | +73.1% | +64.8% |
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