+94.9%
DOCU vs GEN
+69.2%
+25.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.1% | +2.1% |
| 7D | -0.4% | -0.8% | +0.4% | 0.0% |
| 30D | +12.9% | +31.2% | -18.3% | -3.9% |
| 3M | +35.1% | +6.1% | +29.0% | +29.6% |
| 6M | +76.2% | +38.1% | +38.1% | +45.1% |
| YTD | +17.2% | +14.4% | +2.8% | +7.1% |
| 1Y | +16.4% | +15.1% | +1.3% | +6.0% |
| All | +94.9% | +69.2% | +25.7% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling