+61.4%
VALE vs DOCU
+107.7%
-46.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.1% | +0.4% |
| 7D | +2.4% | -3.2% | +5.6% | +2.8% |
| 30D | -18.7% | +15.7% | -34.4% | -20.1% |
| 3M | -21.2% | +37.3% | -58.4% | -24.4% |
| 6M | -26.1% | +63.1% | -89.2% | -30.9% |
| YTD | -9.6% | +15.4% | -25.0% | -12.3% |
| 1Y | +0.7% | +11.3% | -10.6% | -1.8% |
| 3Y | +3.3% | +92.1% | -88.7% | -9.9% |
| 5Y | +49.4% | -70.5% | +119.9% | +60.6% |
| All | +61.4% | +107.7% | -46.3% | +8.1% |
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