+229.8%
GDXJ vs DOCU
-78.0%
+307.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.2% | -2.8% |
| 7D | +0.2% | +6.9% | -6.7% | -0.4% |
| 30D | +17.9% | +19.0% | -1.1% | +16.0% |
| 3M | +15.3% | +34.3% | -19.0% | +12.0% |
| 6M | -9.4% | +48.0% | -57.5% | -13.2% |
| YTD | +13.4% | 0.0% | +13.4% | +12.9% |
| 1Y | +59.7% | -10.3% | +69.9% | +60.3% |
| 3Y | +283.6% | +32.4% | +251.2% | +259.5% |
| All | +229.8% | -78.0% | +307.8% | +203.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling