+305.9%
GDX vs DOCU
+111.8%
+194.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +9.0% |
| 7D | +0.8% | -3.7% | +4.5% | +0.9% |
| 30D | -3.2% | +15.0% | -18.2% | -3.8% |
| 3M | +8.6% | +39.9% | -31.3% | +7.0% |
| 6M | -1.2% | +66.2% | -67.4% | -3.5% |
| YTD | -1.4% | +17.7% | -19.1% | -2.3% |
| 1Y | +24.8% | +13.7% | +11.1% | +23.9% |
| 3Y | +197.3% | +95.9% | +101.4% | +184.9% |
| 5Y | +185.5% | -71.7% | +257.2% | +176.0% |
| All | +305.9% | +111.8% | +194.1% | +332.7% |
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 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