+95.3%
DOCU vs GEN
+115.8%
-20.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +1.0% | -0.4% |
| 7D | -5.5% | +2.3% | -7.8% | -6.6% |
| 30D | +12.6% | +33.1% | -20.4% | -2.7% |
| 3M | +36.4% | +6.5% | +29.9% | +30.3% |
| 6M | +66.8% | +53.8% | +13.0% | +33.5% |
| YTD | +13.5% | +11.2% | +2.2% | +6.0% |
| 1Y | +11.3% | +19.4% | -8.1% | +0.6% |
| 3Y | +92.1% | +81.0% | +11.0% | +43.1% |
| 5Y | -71.0% | +33.4% | -104.4% | -75.5% |
| All | +95.3% | +115.8% | -20.5% | +25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling