+72.2%
DOCU vs GEN
+122.0%
-49.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.9% | +4.8% |
| 7D | +6.9% | -1.2% | +8.1% | +7.5% |
| 30D | +19.0% | +10.1% | +8.9% | +13.6% |
| 3M | +34.3% | +16.1% | +18.2% | +25.2% |
| 6M | +48.0% | +38.9% | +9.2% | +26.2% |
| YTD | 0.0% | +14.4% | -14.4% | -6.5% |
| 1Y | -10.3% | +5.9% | -16.1% | -12.9% |
| 3Y | +32.4% | +58.8% | -26.4% | +6.1% |
| 5Y | -77.9% | +24.7% | -102.6% | -80.7% |
| All | +72.2% | +122.0% | -49.9% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling