+257.2%
GDXJ vs DOCU
+104.4%
+152.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.9% | -6.0% |
| 7D | +11.8% | -3.4% | +15.1% | +12.0% |
| 30D | -7.1% | +9.3% | -16.4% | -7.7% |
| 3M | -10.5% | +30.2% | -40.7% | -12.4% |
| 6M | -15.5% | +62.1% | -77.7% | -18.8% |
| YTD | -6.6% | +13.5% | -20.1% | -8.0% |
| 1Y | +11.3% | +11.5% | -0.2% | +9.8% |
| 3Y | +242.0% | +89.5% | +152.5% | +217.4% |
| 5Y | +147.7% | -69.6% | +217.3% | +142.7% |
| All | +257.2% | +104.4% | +152.8% | +265.3% |
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