+252.1%
GDXJ vs DOCU
+107.7%
+144.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.7% |
| 7D | +3.8% | -3.2% | +7.0% | +4.0% |
| 30D | -7.7% | +15.7% | -23.4% | -8.7% |
| 3M | -4.3% | +37.3% | -41.6% | -6.6% |
| 6M | -7.4% | +63.1% | -70.5% | -11.0% |
| YTD | -7.9% | +15.4% | -23.3% | -9.4% |
| 1Y | +19.1% | +11.3% | +7.8% | +17.5% |
| 3Y | +212.2% | +92.1% | +120.1% | +189.5% |
| 5Y | +153.5% | -70.5% | +224.0% | +148.5% |
| All | +252.1% | +107.7% | +144.4% | +259.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling