+97.2%
GD vs DOCU
-78.0%
+175.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.5% | -1.9% |
| 7D | -5.3% | +6.9% | -12.1% | -5.5% |
| 30D | -6.4% | +19.0% | -25.4% | -7.2% |
| 3M | +5.7% | +34.3% | -28.6% | +4.1% |
| 6M | -0.9% | +48.0% | -49.0% | -3.0% |
| YTD | +8.2% | 0.0% | +8.1% | +7.7% |
| 1Y | +13.4% | -10.3% | +23.7% | +13.4% |
| 3Y | +68.5% | +32.4% | +36.1% | +63.5% |
| All | +97.2% | -78.0% | +175.2% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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