+30.9%
DOCU vs GTLB
+0.5%
+30.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.3% |
| 7D | +6.9% | +11.1% | -4.2% | +2.7% |
| 30D | +19.0% | +37.8% | -18.8% | +5.8% |
| 3M | +34.3% | +61.6% | -27.3% | +12.6% |
| 6M | +48.0% | +98.9% | -50.9% | +14.6% |
| YTD | 0.0% | +32.8% | -32.8% | -12.1% |
| 1Y | -10.3% | +14.7% | -24.9% | -18.3% |
| All | +30.9% | +0.5% | +30.4% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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