+320.4%
GDX vs DOCU
+104.2%
+216.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.2% |
| 7D | +13.6% | -5.5% | +19.2% | +13.9% |
| 30D | +2.5% | +12.6% | -10.1% | +2.0% |
| 3M | +4.4% | +36.4% | -32.0% | +3.0% |
| 6M | -5.2% | +66.8% | -72.0% | -7.4% |
| YTD | +2.1% | +13.5% | -11.3% | +1.4% |
| 1Y | +24.7% | +11.3% | +13.4% | +23.8% |
| 3Y | +211.3% | +92.1% | +119.2% | +198.5% |
| 5Y | +186.7% | -71.0% | +257.7% | +177.4% |
| All | +320.4% | +104.2% | +216.1% | +348.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling