+8.9%
GE vs DOCU
+11.6%
-2.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.6% | +2.8% |
| 7D | +9.4% | -3.7% | +13.1% | +9.0% |
| 30D | +7.5% | +15.0% | -7.4% | +8.9% |
| 3M | -12.5% | +39.9% | -52.4% | -10.0% |
| 6M | +17.8% | +66.2% | -48.4% | +22.5% |
| YTD | +7.4% | +17.7% | -10.3% | +13.1% |
| 1Y | +8.9% | +13.7% | -4.8% | +15.8% |
| All | +8.9% | +11.6% | -2.7% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling