+12.1%
XLI vs DOCU
+15.8%
-3.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +1.5% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | +1.1% | +12.9% | -11.9% | +1.8% |
| 3M | -7.7% | +35.1% | -42.8% | -5.9% |
| 6M | -1.8% | +76.2% | -78.0% | +2.1% |
| YTD | +11.1% | +17.2% | -6.1% | +14.9% |
| 1Y | +12.1% | +16.4% | -4.3% | +15.9% |
| All | +12.1% | +15.8% | -3.7% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling