+221.5%
GDXJ vs DOCU
+98.0%
+123.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | -8.1% | +4.1% | -12.2% | -8.2% |
| 30D | -5.5% | +7.4% | -12.8% | -5.7% |
| 3M | -14.6% | +26.0% | -40.6% | -15.4% |
| 6M | -23.2% | +79.2% | -102.4% | -25.4% |
| YTD | -13.0% | +18.1% | -31.0% | -13.0% |
| 1Y | +2.8% | +20.5% | -17.8% | +2.6% |
| 3Y | +221.5% | +96.4% | +125.1% | +212.2% |
| All | +221.5% | +98.0% | +123.4% | +212.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling