+376.3%
GDX vs DOCU
+80.0%
+296.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -2.3% |
| 7D | -0.4% | +6.9% | -7.3% | -0.7% |
| 30D | +18.6% | +19.0% | -0.4% | +17.7% |
| 3M | +14.9% | +34.3% | -19.4% | +13.4% |
| 6M | -6.3% | +48.0% | -54.3% | -8.1% |
| YTD | +15.7% | 0.0% | +15.7% | +15.5% |
| 1Y | +54.8% | -10.3% | +65.1% | +55.2% |
| 3Y | +253.4% | +32.4% | +221.0% | +244.2% |
| 5Y | +219.7% | -77.9% | +297.6% | +211.3% |
| All | +376.3% | +80.0% | +296.3% | +411.4% |
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