+279.9%
GDXJ vs DOCU
+104.6%
+175.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.8% | +4.9% |
| 7D | +16.4% | -4.8% | +21.1% | +16.7% |
| 30D | -1.2% | +9.4% | -10.6% | -1.9% |
| 3M | -3.9% | +29.0% | -32.9% | -5.8% |
| 6M | -10.2% | +62.3% | -72.5% | -13.6% |
| YTD | -0.6% | +13.7% | -14.3% | -2.2% |
| 1Y | +24.3% | +11.5% | +12.8% | +22.6% |
| 3Y | +257.4% | +94.2% | +163.2% | +231.1% |
| 5Y | +166.5% | -71.7% | +238.2% | +161.7% |
| All | +279.9% | +104.6% | +175.3% | +288.5% |
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