+142.5%
TEVA vs DOCU
+110.9%
+31.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.2% | -1.2% | +1.5% |
| 7D | +3.3% | -0.4% | +3.8% | +3.4% |
| 30D | +5.0% | +12.9% | -7.9% | +2.8% |
| 3M | +18.5% | +35.1% | -16.5% | +12.3% |
| 6M | +20.6% | +76.2% | -55.5% | +8.8% |
| YTD | +38.5% | +17.2% | +21.4% | +32.8% |
| 1Y | +72.1% | +16.4% | +55.7% | +65.0% |
| 3Y | +398.2% | +95.6% | +302.6% | +315.3% |
| 5Y | +353.2% | -68.5% | +421.8% | +377.7% |
| All | +142.5% | +110.9% | +31.6% | +66.0% |
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