+56.3%
XLV vs DOCU
+98.0%
-41.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.5% |
| 7D | +2.2% | +4.1% | -1.9% | +2.0% |
| 30D | +8.6% | +7.4% | +1.2% | +8.2% |
| 3M | +12.6% | +26.0% | -13.4% | +11.3% |
| 6M | +29.8% | +79.2% | -49.4% | +26.0% |
| YTD | +23.5% | +18.1% | +5.4% | +22.4% |
| 1Y | +25.7% | +20.5% | +5.2% | +24.4% |
| 3Y | +56.3% | +96.4% | -40.1% | +52.2% |
| All | +56.3% | +98.0% | -41.7% | +52.2% |
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