-10.3%
DOCU vs GEN
+5.4%
-15.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +5.4% |
| 7D | +6.9% | -1.2% | +8.1% | +7.7% |
| 30D | +19.0% | +10.1% | +8.9% | +10.4% |
| 3M | +34.3% | +16.1% | +18.2% | +19.7% |
| 6M | +48.0% | +38.9% | +9.2% | +18.4% |
| YTD | 0.0% | +14.4% | -14.4% | -3.7% |
| 1Y | -10.3% | +5.9% | -16.1% | -0.2% |
| All | -10.3% | +5.4% | -15.7% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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