+58.1%
VALE vs DOCU
+112.5%
-54.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -3.2% | +4.1% | -7.3% | -3.6% |
| 30D | -15.1% | +7.4% | -22.4% | -15.8% |
| 3M | -18.7% | +26.0% | -44.7% | -21.1% |
| 6M | -31.5% | +79.2% | -110.7% | -36.7% |
| YTD | -11.4% | +18.1% | -29.5% | -14.3% |
| 1Y | -1.9% | +20.5% | -22.4% | -5.3% |
| 3Y | +1.7% | +96.4% | -94.7% | -11.6% |
| 5Y | +35.4% | -69.5% | +104.9% | +45.0% |
| All | +58.1% | +112.5% | -54.4% | +5.6% |
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