+43.1%
DOCU vs GGLL
+184.7%
-141.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | -1.0% |
| 7D | -3.2% | -1.3% | -1.9% | -3.0% |
| 30D | +15.7% | -36.3% | +51.9% | +26.6% |
| 3M | +37.3% | -42.7% | +80.0% | +53.3% |
| 6M | +63.1% | -53.1% | +116.2% | +88.0% |
| YTD | +15.4% | -32.1% | +47.5% | +18.0% |
| 1Y | +11.3% | -20.1% | +31.4% | +7.3% |
| 3Y | +92.1% | +151.7% | -59.6% | +7.0% |
| All | +43.1% | +184.7% | -141.5% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GGLL.
Daily Out/Under-Performance
Portfolio return minus GGLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GGLL 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 5y: compounded portfolio wealth divided by compounded GGLL 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…
5y analysis · Full analysis span regression · 6 months rolling