+262.0%
GDXJ vs DOCU
+104.2%
+157.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +2.9% |
| 7D | +13.4% | -5.5% | +19.0% | +13.9% |
| 30D | -1.3% | +12.6% | -13.9% | -2.2% |
| 3M | -1.5% | +36.4% | -37.9% | -3.9% |
| 6M | -12.2% | +66.8% | -79.0% | -15.8% |
| YTD | -5.3% | +13.5% | -18.8% | -6.7% |
| 1Y | +22.0% | +11.3% | +10.7% | +20.3% |
| 3Y | +224.9% | +92.1% | +132.9% | +201.2% |
| 5Y | +160.6% | -71.0% | +231.6% | +155.8% |
| All | +262.0% | +104.2% | +157.8% | +270.3% |
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