+287.9%
VEEV vs DOCU
+80.0%
+207.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.7% | -7.0% | -4.7% |
| 7D | -0.6% | +6.9% | -7.5% | -3.1% |
| 30D | +28.8% | +19.0% | +9.8% | +20.8% |
| 3M | +54.0% | +34.3% | +19.7% | +37.9% |
| 6M | +46.0% | +48.0% | -2.1% | +26.3% |
| YTD | +23.2% | 0.0% | +23.2% | +22.1% |
| 1Y | +1.9% | -10.3% | +12.1% | +3.6% |
| 3Y | +27.0% | +32.4% | -5.4% | +5.0% |
| 5Y | -13.4% | -77.9% | +64.5% | +20.9% |
| All | +287.9% | +80.0% | +207.9% | +137.1% |
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 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