+20.7%
XLK vs DOCU
+11.6%
+9.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -7.6% | -3.7% | -3.9% | -7.5% |
| 30D | -12.2% | +15.0% | -27.1% | -12.7% |
| 3M | -5.5% | +39.9% | -45.4% | -7.2% |
| 6M | +9.2% | +66.2% | -57.0% | +6.0% |
| YTD | +23.0% | +17.7% | +5.3% | +23.3% |
| 1Y | +20.7% | +13.7% | +7.0% | +21.4% |
| All | +20.7% | +11.6% | +9.1% | +21.4% |
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