+106.2%
TEVA vs DOCU
+71.3%
+34.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.9% |
| 7D | +1.6% | +0.7% | +0.9% | +1.4% |
| 30D | +4.0% | +8.0% | -4.0% | +2.4% |
| 3M | +10.5% | +41.0% | -30.5% | +3.9% |
| 6M | +18.4% | +33.7% | -15.3% | +11.6% |
| YTD | +17.8% | -4.9% | +22.6% | +17.0% |
| 1Y | +90.5% | -20.4% | +110.8% | +94.0% |
| 3Y | +282.1% | +29.6% | +252.5% | +242.6% |
| 5Y | +291.9% | -76.9% | +368.8% | +335.7% |
| All | +106.2% | +71.3% | +34.9% | +46.3% |
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