+256.0%
V vs DOCU
+107.7%
+148.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.9% |
| 7D | +2.9% | -3.2% | +6.1% | +3.4% |
| 30D | +14.0% | +15.7% | -1.7% | +11.5% |
| 3M | +14.9% | +37.3% | -22.4% | +9.2% |
| 6M | +31.7% | +63.1% | -31.4% | +21.4% |
| YTD | +21.2% | +15.4% | +5.8% | +17.1% |
| 1Y | +25.3% | +11.3% | +14.0% | +21.4% |
| 3Y | +77.5% | +92.1% | -14.6% | +53.0% |
| 5Y | +102.6% | -70.5% | +173.1% | +114.5% |
| All | +256.0% | +107.7% | +148.3% | +127.6% |
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