+11.3%
DOCU vs GEN
+20.3%
-9.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.5% |
| 7D | -3.2% | +8.5% | -11.7% | -7.4% |
| 30D | +15.7% | +34.2% | -18.5% | -2.9% |
| 3M | +37.3% | +10.0% | +27.3% | +30.4% |
| 6M | +63.1% | +56.8% | +6.4% | +23.0% |
| YTD | +15.4% | +14.2% | +1.1% | +11.2% |
| 1Y | +11.3% | +20.8% | -9.5% | +3.8% |
| All | +11.3% | +20.3% | -9.0% | +3.8% |
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