+15.9%
XLK vs DOCU
+12.2%
+3.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -4.3% | -3.4% | -0.9% | -4.2% |
| 30D | -15.0% | +9.3% | -24.3% | -15.3% |
| 3M | -9.2% | +30.2% | -39.5% | -10.5% |
| 6M | -3.5% | +62.1% | -65.7% | -6.2% |
| YTD | +17.7% | +13.5% | +4.2% | +17.9% |
| All | +15.9% | +12.2% | +3.7% | +16.0% |
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