+112.6%
GD vs DOCU
+80.0%
+32.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.5% | -1.9% |
| 7D | -5.3% | +6.9% | -12.1% | -5.6% |
| 30D | -6.4% | +19.0% | -25.4% | -7.3% |
| 3M | +5.7% | +34.3% | -28.6% | +4.0% |
| 6M | -0.9% | +48.0% | -49.0% | -3.1% |
| 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% | +63.4% |
| 5Y | +97.2% | -77.9% | +175.1% | +101.3% |
| All | +112.6% | +80.0% | +32.5% | +66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling