+63.2%
VALE vs DOCU
+104.4%
-41.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.1% | -3.2% |
| 7D | +5.5% | -3.4% | +8.8% | +5.9% |
| 30D | -15.0% | +9.3% | -24.2% | -15.9% |
| 3M | -20.0% | +30.2% | -50.2% | -22.8% |
| 6M | -28.4% | +62.1% | -90.5% | -33.0% |
| YTD | -8.6% | +13.5% | -22.1% | -11.1% |
| 1Y | +2.0% | +11.5% | -9.5% | -0.6% |
| 3Y | +4.1% | +89.5% | -85.4% | -9.1% |
| 5Y | +46.4% | -69.6% | +116.1% | +56.4% |
| All | +63.2% | +104.4% | -41.2% | +9.5% |
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