+59.7%
GDXJ vs DOCU
-9.0%
+68.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.2% | -2.5% |
| 7D | +0.2% | +6.9% | -6.7% | +0.1% |
| 30D | +17.9% | +19.0% | -1.1% | +17.7% |
| 3M | +15.3% | +34.3% | -19.0% | +15.2% |
| 6M | -9.4% | +48.0% | -57.5% | -9.6% |
| YTD | +13.4% | 0.0% | +13.4% | +20.1% |
| 1Y | +59.7% | -10.3% | +69.9% | +70.1% |
| All | +59.7% | -9.0% | +68.7% | +70.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling