+137.8%
TEVA vs DOCU
+104.4%
+33.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +1.2% | -3.4% | +4.5% | +1.7% |
| 30D | +3.2% | +9.3% | -6.1% | +1.5% |
| 3M | +17.3% | +30.2% | -12.9% | +11.8% |
| 6M | +18.7% | +62.1% | -43.5% | +8.5% |
| YTD | +35.9% | +13.5% | +22.3% | +30.9% |
| 1Y | +74.8% | +11.5% | +63.3% | +68.7% |
| 3Y | +388.5% | +89.5% | +299.0% | +309.2% |
| 5Y | +351.1% | -69.6% | +420.7% | +378.1% |
| All | +137.8% | +104.4% | +33.4% | +63.6% |
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