+267.8%
V vs DOCU
+111.8%
+155.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.7% | +3.8% |
| 7D | +9.0% | -3.7% | +12.7% | +9.6% |
| 30D | +18.1% | +15.0% | +3.1% | +15.6% |
| 3M | +18.3% | +39.9% | -21.6% | +12.1% |
| 6M | +34.1% | +66.2% | -32.1% | +23.2% |
| YTD | +25.2% | +17.7% | +7.5% | +20.6% |
| 1Y | +29.3% | +13.7% | +15.6% | +25.0% |
| 3Y | +83.4% | +95.9% | -12.6% | +57.6% |
| 5Y | +117.2% | -71.7% | +188.8% | +131.4% |
| All | +267.8% | +111.8% | +155.9% | +134.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling