+101.7%
DOCU vs GEN
+115.1%
-13.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +1.5% |
| 7D | +1.6% | -3.0% | +4.5% | +3.0% |
| 30D | +10.8% | +24.7% | -13.9% | -1.3% |
| 3M | +38.0% | +4.1% | +33.8% | +33.2% |
| 6M | +77.4% | +36.0% | +41.4% | +51.3% |
| YTD | +17.2% | +10.9% | +6.3% | +9.6% |
| 1Y | +15.6% | +12.2% | +3.4% | +7.5% |
| 3Y | +95.6% | +63.3% | +32.3% | +52.7% |
| 5Y | -69.7% | +29.0% | -98.8% | -74.1% |
| All | +101.7% | +115.1% | -13.4% | +30.0% |
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