+104.3%
GD vs DOCU
-71.6%
+175.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.7% | -2.6% |
| 7D | +3.0% | -3.7% | +6.7% | +3.1% |
| 30D | +10.5% | +15.0% | -4.4% | +9.8% |
| 3M | -5.0% | +39.9% | -44.9% | -6.5% |
| 6M | +5.5% | +66.2% | -60.7% | +2.7% |
| YTD | +10.3% | +17.7% | -7.3% | +9.0% |
| 1Y | +8.2% | +13.7% | -5.5% | +7.0% |
| 3Y | +59.0% | +95.9% | -36.9% | +51.4% |
| 5Y | +104.3% | -71.7% | +175.9% | +92.8% |
| All | +104.3% | -71.6% | +175.8% | +92.8% |
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