+94.5%
XLK vs DOCU
+98.0%
-3.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.1% |
| 7D | +3.4% | +4.1% | -0.7% | +2.7% |
| 30D | -10.6% | +7.4% | -17.9% | -11.7% |
| 3M | -10.6% | +26.0% | -36.6% | -14.3% |
| 6M | -3.5% | +79.2% | -82.7% | -13.8% |
| YTD | +18.7% | +18.1% | +0.6% | +14.6% |
| 1Y | +19.4% | +20.5% | -1.1% | +14.6% |
| 3Y | +94.5% | +96.4% | -1.9% | +69.5% |
| All | +94.5% | +98.0% | -3.6% | +69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling