+161.2%
XLV vs DOCU
+104.4%
+56.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.6% | -3.4% | +6.0% | +2.9% |
| 30D | +10.6% | +9.3% | +1.3% | +9.7% |
| 3M | +12.6% | +30.2% | -17.7% | +9.8% |
| 6M | +32.7% | +62.1% | -29.4% | +26.7% |
| YTD | +23.5% | +13.5% | +10.0% | +21.2% |
| 1Y | +30.4% | +11.5% | +18.9% | +28.1% |
| 3Y | +57.3% | +89.5% | -32.3% | +43.7% |
| 5Y | +53.4% | -69.6% | +123.0% | +59.0% |
| All | +161.2% | +104.4% | +56.8% | +104.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling