+216.0%
V vs DOCU
+80.0%
+135.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.5% |
| 7D | -1.7% | +6.9% | -8.6% | -2.7% |
| 30D | +2.0% | +19.0% | -17.0% | -0.9% |
| 3M | +17.4% | +34.3% | -16.9% | +11.7% |
| 6M | +17.5% | +48.0% | -30.5% | +9.8% |
| YTD | +7.6% | 0.0% | +7.6% | +6.3% |
| 1Y | +7.7% | -10.3% | +18.0% | +7.7% |
| 3Y | +54.7% | +32.4% | +22.3% | +41.3% |
| 5Y | +73.0% | -77.9% | +151.0% | +91.7% |
| All | +216.0% | +80.0% | +135.9% | +106.6% |
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 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