+234.8%
GDXJ vs DOCU
+110.9%
+123.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -4.9% | +1.6% | -6.5% | -5.0% |
| 30D | -10.0% | +10.8% | -20.8% | -10.6% |
| 3M | -16.6% | +38.0% | -54.6% | -18.7% |
| 6M | -23.3% | +77.4% | -100.7% | -26.7% |
| YTD | -12.4% | +17.2% | -29.6% | -14.0% |
| 1Y | +0.5% | +15.6% | -15.1% | -1.2% |
| 3Y | +220.5% | +95.6% | +124.9% | +196.8% |
| 5Y | +124.7% | -69.7% | +194.4% | +120.0% |
| All | +234.8% | +110.9% | +123.8% | +241.7% |
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